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iShares ESG Aware MSCI EM ETF
ESGE

Name Holding Trade Value Shares
Change 		Change in
Stake
MM
301
Main Management
California
$458K – – –
NCM
302
NCM Capital Management
New Jersey
$457K -$30.4K -896 -6%
AWE
303
Avidian Wealth Enterprises
Texas
$452K -$508K -14,989 -52%
TC
304
Trilogy Capital
California
$452K -$92K -2,712 -16%
OFP
305
OLIO Financial Planning
Virginia
$449K +$61.6K +1,817 +15%
PTC
306
Private Trust Company
Ohio
$443K +$464K +13,699 New
SPL
307
Smart Portfolios LLC
Washington
$439K +$14.9K +438 +3%
KWS
308
Keystone Wealth Services
California
$438K -$1.01M -29,907 -69%
CG
309
Caprock Group
Idaho
$436K -$172K -5,064 -27%
VCP
310
Verus Capital Partners
Arizona
$431K -$205K -6,050 -31%
PIA
311
Perennial Investment Advisors
California
$427K -$200K -5,889 -31%
GG
312
Gofen & Glossberg
Illinois
$425K +$155K +4,579 +53%
CCM
313
Coldstream Capital Management
Washington
$423K +$5.19K +153 +1%
RCM
314
Rain Capital Management
Oregon
$419K +$3.8K +112 +0.9%
CB
315
Commerce Bank
Missouri
$416K +$83.7K +2,468 +24%
OWM
316
Opes Wealth Management
California
$414K -$9.32K -275 -2%
G
317
GenTrust
Florida
$414K – – –
AA
318
Addison Advisors
Vermont
$402K -$5.09K -150 -1%
RCM
319
Raleigh Capital Management
North Carolina
$400K -$480K -14,154 -53%
AWA
320
Aaron Wealth Advisors
Illinois
$398K +$68K +2,005 +19%
SFO
321
Stokes Family Office
Louisiana
$396K +$416K +12,268 New
FCI
322
Financial Counselors Inc
Kansas
$392K – – –
BWM
323
BerganKDV Wealth Management
Minnesota
$387K -$120K -3,539 -23%
PFGIA
324
Patriot Financial Group Insurance Agency
Massachusetts
$381K +$30.6K +903 +8%
UL
325
Unionview LLC
Washington
$379K +$64.3K +1,897 +19%
11 12
13
14 15