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iShares ESG Aware MSCI EM ETF
ESGE

Name Holding Trade Value Shares
Change 		Change in
Stake
OCM
351
One Capital Management
California
$233K +$20.4K +645 +9%
WWM
352
WT Wealth Management
Arizona
$232K +$243K +7,666 New
KFSC
353
Keystone Financial Services (Colorado)
Colorado
$231K -$85.4K -2,697 -26%
GDP
354
Great Diamond Partners
Maine
$231K +$5.79K +183 +2%
FDCDDQ
355
Federation des caisses Desjardins du Quebec
Quebec, Canada
$230K -$1.11K -35 -0.5%
API
356
Advisor Partners II
California
$228K +$238K +7,518 New
BIA
357
Bigelow Investment Advisors
Maine
$227K -$633 -20 -0.3%
PFO
358
Pathstone Family Office
New Jersey
$226K +$236K +7,468 New
3LCM
359
3D/L Capital Management
Connecticut
$226K -$22.3K -703 -9%
CA
360
CGN Advisors
Kansas
$226K +$22.5K +711 +11%
WFAG
361
Worth Financial Advisory Group
North Carolina
$224K +$10.8K +340 +5%
EFN
362
Equita Financial Network
Pennsylvania
$223K +$234K +7,376 New
LW
363
Libra Wealth
California
$223K -$19.2K -605 -8%
LFG
364
Leverty Financial Group
Wisconsin
$223K +$1.39K +44 +0.6%
SIC
365
Sigma Investment Counselors
Michigan
$222K – – –
AIM
366
Acropolis Investment Management
Missouri
$217K – – –
AFG
367
ABLE Financial Group
Arizona
$217K -$26.5K -838 -10%
CT
368
Cambridge Trust
Massachusetts
$215K +$30.7K +970 +16%
P
369
&Partners
Tennessee
$211K +$221K +6,974 New
TFO
370
Tarbox Family Office
California
$211K -$206K -6,504 -48%
ODIJL
371
One Day In July LLC
Vermont
$203K -$5.79K -183 -3%
SG
372
Sharper & Granite
California
$203K – – –
PA
373
PFG Advisors
Arizona
$201K -$142K -4,498 -40%
MBFW
374
Morton Brown Family Wealth
Pennsylvania
$201K +$10.2K +321 +5%
MHR
375
Matthew Hamilton Rosenberg
$195K -$201K -6,357 -50%
13 14
15
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