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iShares ESG MSCI EM Leaders ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WA
26
Wealth Alliance
New York
$209K -$764K -17,834 -78%
CI Investments Inc
27
CI Investments Inc
Ontario, Canada
$198K -$27.8K -650 -12%
Bank of America
28
Bank of America
North Carolina
$194K -$82.9K -1,937 -30%
UBS Group
29
UBS Group
Switzerland
$185K +$39.3K +919 +27%
Osaic Holdings
30
Osaic Holdings
Arizona
$176K -$56.5K -1,320 -24%
ASN
31
Advisory Services Network
Georgia
$168K +$169K +3,940 New
AA
32
Addison Advisors
Vermont
$130K -$2.14K -50 -2%
BAM
33
Belpointe Asset Management
Nevada
$127K +$2.65K +62 +2%
FCA
34
Fortis Capital Advisors
Kansas
$109K +$109K +2,550 New
GIA
35
Goodwin Investment Advisory
Georgia
$83.9K -$108K -2,525 -56%
LFA
36
LGT Financial Advisors
Texas
$70.6K +$70.9K +1,655 New
EWA
37
EverSource Wealth Advisors
Alabama
$62.5K -$22.4K -524 -26%
National Bank of Canada
38
National Bank of Canada
Quebec, Canada
$50.4K -$13.3K -311 -21%
CT
39
Caldwell Trust
Florida
$27.2K +$2.91K +68 +12%
Morgan Stanley
40
Morgan Stanley
New York
$13.6K +$13.6K +318 New
GRP
41
Global Retirement Partners
California
$10.4K +$4.15K +97 +66%
TRCT
42
Tower Research Capital (TRC)
New York
$9K -$1.33K -31 -13%
FSWA
43
Financial Synergies Wealth Advisors
Texas
$5.73K +$1.24K +29 +28%
PCM
44
Penserra Capital Management
California
$2K -$5.39K -126 -68%
FFA
45
Farther Finance Advisors
California
$1.53K +$1.54K +36 New
Fidelity Investments
46
Fidelity Investments
Massachusetts
$298 +$300 +7 New
Wells Fargo
47
Wells Fargo
California
-$9K -219 Closed