We are live on ! Find out more
ESGE icon

iShares ESG Aware MSCI EM ETF
ESGE

Name Holding Trade Value Shares
Change 		Change in
Stake
CT
301
Cambridge Trust
Massachusetts
$562K +$47K +1,141 +9%
AF
302
Advisornet Financial
Minnesota
$550K -$16.4K -397 -3%
AF
303
Allworth Financial
California
$548K +$506K +12,279 +815%
GFPC
304
Global Financial Private Client
Florida
$529K -$72.5K -1,758 -12%
NAMM
305
NorthStar Asset Management (Massachusetts)
Massachusetts
$525K – – –
SB
306
Simmons Bank
Arkansas
$522K – – –
RFA
307
RTD Financial Advisors
Pennsylvania
$521K +$540K +13,105 New
CWP
308
Concord Wealth Partners
Virginia
$516K +$242K +5,878 +83%
CWAG
309
Compton Wealth Advisory Group
Virginia
$513K +$11.2K +272 +2%
G
310
GenTrust
Florida
$513K +$166K +4,018 +46%
LRWA
311
Long Run Wealth Advisors
New York
$513K +$533K +12,938 New
RCM
312
Rain Capital Management
Oregon
$511K +$11.2K +271 +2%
CFA
313
Carroll Financial Associates
North Carolina
$511K +$427K +10,352 +411%
TC
314
Trilogy Capital
California
$505K +$3.09K +75 +0.6%
CCM
315
Coldstream Capital Management
Washington
$503K +$23.9K +580 +5%
AFAS
316
Acorn Financial Advisory Services
Virginia
$501K -$18.1K -440 -3%
FAIM
317
Financial Advocates Investment Management
Washington
$497K -$696K -16,877 -58%
AG
318
Ascent Group
Virginia
$484K +$501K +12,144 New
FCI
319
Financial Counselors Inc
Kansas
$482K +$57.3K +1,390 +13%
KCA
320
Karn Couzens & Associates
Connecticut
$481K +$27K +655 +6%
SPIA
321
Strategic Point Investment Advisors
Rhode Island
$479K +$31.5K +765 +7%
SPL
322
Smart Portfolios LLC
Washington
$474K +$11.5K +278 +2%
LNC
323
Lincoln National Corp
Pennsylvania
$474K +$63K +1,528 +15%
HR
324
Hardy Reed
Mississippi
$474K +$86.7K +2,104 +21%
FANJ
325
Financial Architects (New Jersey)
New Jersey
$469K +$18.6K +450 +4%
11 12
13
14 15