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
AWM
326
AE Wealth Management
Kansas
$295K -$5.77K -169 -2%
TFO
327
Tarbox Family Office
California
$289K – – –
AFG
328
Atomi Financial Group
New York
$288K -$140K -4,091 -34%
CPP
329
Capasso Planning Partners
South Carolina
$287K -$15.4K -451 -5%
HB
330
HTLF Bank
Colorado
$285K +$29.2K +855 +12%
PSCM
331
Per Stirling Capital Management
Texas
$279K +$12.4K +364 +5%
VCP
332
Verus Capital Partners
Arizona
$277K +$820 +24 +0.3%
CWS
333
Cypress Wealth Services
California
$269K -$60.9K -1,783 -19%
KWM
334
Kingsview Wealth Management
Oregon
$269K -$10.1K -296 -4%
CGL
335
Clarius Group LLC
Washington
$268K – – –
SIC
336
Sigma Investment Counselors
Michigan
$267K – – –
GDP
337
Great Diamond Partners
Maine
$266K -$3.31K -97 -1%
LFG
338
Leverty Financial Group
Wisconsin
$265K – – –
SWP
339
Stratos Wealth Partners
Ohio
$262K -$3.48K -102 -1%
BIA
340
Bigelow Investment Advisors
Maine
$257K +$7.99K +234 +3%
CWP
341
CFM Wealth Partners
Texas
$255K +$27K +791 +13%
MBFW
342
Morton Brown Family Wealth
Pennsylvania
$255K – – –
HFA
343
High Falls Advisors
New York
$253K +$820 +24 +0.3%
WCWM
344
Willow Creek Wealth Management
California
$249K – – –
MCC
345
Maiden Cove Capital
Maine
$249K +$233K +6,830 New
TDWM
346
Topel & Distasi Wealth Management
California
$247K +$2.87K +84 +1%
EPW
347
Evergreen Private Wealth
Colorado
$246K +$1.91K +56 +0.8%
T
348
TNF
Montana
$244K -$508K -14,868 -69%
JSW
349
Journey Strategic Wealth
New Jersey
$243K +$12.3K +360 +6%
EGWAG
350
Elwood & Goetz Wealth Advisory Group
Georgia
$241K – – –
12 13
14
15 16