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iShares ESG Aware MSCI EM ETF
ESGE

Name Holding Trade Value Shares
Change 		Change in
Stake
PSCM
351
Per Stirling Capital Management
Texas
$274K -$17.7K -490 -7%
SG
352
Sharper & Granite
California
$273K -$49.8K -1,375 -17%
RIS
353
Retirement Income Solutions
Michigan
$272K +$507 +14 +0.2%
WCWM
354
Willow Creek Wealth Management
California
$268K – – –
LFG
355
Leverty Financial Group
Wisconsin
$267K -$22.3K -617 -8%
PP
356
Prudential plc
United Kingdom
$266K +$90.5K +2,500 +58%
BCM
357
Barometer Capital Management
Ontario, Canada
$266K +$246K +6,800 New
CC
358
Courier Capital
New York
$262K -$30.1K -832 -11%
FG
359
Foster Group
Iowa
$261K -$1.99K -55 -0.8%
CWP
360
CFM Wealth Partners
Texas
$261K -$31.3K -865 -11%
CA
361
Continuum Advisory
Idaho
$261K +$72 +2 +0%
CIC
362
Cutler Investment Counsel
Oregon
$259K – – –
OPWM
363
Oregon Pacific Wealth Management
Oregon
$257K -$760 -21 -0.3%
HSWS
364
Higgins & Schmidt Wealth Strategies
Colorado
$257K -$7.75K -214 -3%
FHA
365
First Horizon Advisors
Tennessee
$256K +$83K +2,293 +54%
TF
366
Theory Financial
Colorado
$256K +$235K +6,483 New
AF
367
Advisornet Financial
Minnesota
$255K -$4.45K -123 -2%
MIM
368
Macroview Investment Management
Maryland
$252K +$233K +6,444 New
MBFW
369
Morton Brown Family Wealth
Pennsylvania
$252K +$217 +6 +0.1%
CC
370
Copperleaf Capital
North Carolina
$252K +$1.16K +32 +0.5%
HFS
371
Hughes Financial Services
Virginia
$248K -$688 -19 -0.3%
EGWAG
372
Elwood & Goetz Wealth Advisory Group
Georgia
$248K -$4.13K -114 -2%
SWP
373
Stratos Wealth Partners
Ohio
$247K -$38.7K -1,069 -14%
PA
374
PFG Advisors
Arizona
$247K +$228K +6,297 New
BJL
375
Brighton Jones LLC
Washington
$244K +$225K +6,221 New
13 14
15
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