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iShares MSCI Global Sustainable Development Goals ETF
SDG

Name Holding Trade Value Shares
Change 		Change in
Stake
Halbert Hargrove Global Advisors
26
Halbert Hargrove Global Advisors
California
$624K +$2.77K +31 +0.4%
Citigroup
27
Citigroup
New York
$614K -$50.4K -564 -8%
Creative Planning
28
Creative Planning
Kansas
$597K +$18.9K +211 +3%
Envestnet Asset Management
29
Envestnet Asset Management
Illinois
$586K -$31.7K -354 -5%
Evergreen Wealth Solutions
30
Evergreen Wealth Solutions
Pennsylvania
$513K -$19.8K -221 -4%
Perigon Wealth Management
31
Perigon Wealth Management
California
$511K -$11.6K -130 -2%
PNC Financial Services Group
32
PNC Financial Services Group
Pennsylvania
$488K -$18.4K -206 -4%
AQR Capital Management
33
AQR Capital Management
Connecticut
$475K +$87.7K +981 +23%
KL
34
KilterHowling LLC
Colorado
$474K -$1.25K -14 -0.3%
Dynamic Advisor Solutions
35
Dynamic Advisor Solutions
Arizona
$472K -$98.2K -1,098 -17%
PSA
36
Plum Street Advisors
Louisiana
$451K – – –
US Bancorp
37
US Bancorp
Minnesota
$447K – – –
WSWA
38
Warren Street Wealth Advisors
California
$446K -$179 -2 -0%
Tradition Wealth Management
39
Tradition Wealth Management
Minnesota
$421K -$983 -11 -0.2%
IA
40
Invested Advisors
Pennsylvania
$405K -$47.9K -536 -11%
Allworth Financial
41
Allworth Financial
California
$402K -$3.31K -37 -0.8%
Mariner
42
Mariner
Kansas
$386K -$11.6K -130 -3%
Modera Wealth Management
43
Modera Wealth Management
New Jersey
$382K – – –
Abundance Wealth Counselors
44
Abundance Wealth Counselors
Pennsylvania
$381K +$381K +4,258 New
Farther Finance Advisors
45
Farther Finance Advisors
California
$375K -$447 -5 -0.1%
Oppenheimer Asset Management
46
Oppenheimer Asset Management
New York
$361K +$1.16K +13 +0.3%
EFH
47
Eaton Financial Holdings
Florida
$321K +$2.41K +27 +0.8%
Menora Mivtachim Holdings
48
Menora Mivtachim Holdings
Israel
$315K +$315K +3,518 New
Cambridge Investment Research Advisors
49
Cambridge Investment Research Advisors
Iowa
$313K -$19.2K -215 -6%
SSCA
50
South Shore Capital Advisors
Massachusetts
$312K +$312K +3,487 New
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