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iShares ESG Optimized MSCI USA ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PNC Financial Services Group
1
PNC Financial Services Group
Pennsylvania
$19.2M -$16K -402 -0.1%
Bank of America
2
Bank of America
North Carolina
$15.1M -$74.2K -1,868 -0.5%
SB
3
Suntrust Banks
Georgia
$8.69M -$11.1K -280 -0.1%
Wells Fargo
4
Wells Fargo
California
$8.28M +$171K +4,312 +2%
U
5
UBS
Switzerland
$4.96M +$560K +14,084 +13%
RNS
6
Robert N. Shapiro
$4.13M
Morgan Stanley
7
Morgan Stanley
New York
$3.95M -$73.6K -1,852 -2%
LPL Financial
8
LPL Financial
California
$3.27M +$96.6K +2,430 +3%
JMPWA
9
JP Morgan Private Wealth Advisors
California
$3.18M +$2.13M +53,600 +226%
MHI
10
Miller Howard Investments
New York
$1.73M -$2.62K -66 -0.2%
Envestnet Asset Management
11
Envestnet Asset Management
Illinois
$1.67M +$63.9K +1,608 +4%
Commonwealth Equity Services
12
Commonwealth Equity Services
Massachusetts
$1.64M +$25K +630 +2%
TCT
13
TIAA CREF Trust
Missouri
$1.46M +$52.8K +1,328 +4%
Bank of New York Mellon
14
Bank of New York Mellon
New York
$1.29M +$18.4K +464 +1%
US Bancorp
15
US Bancorp
Minnesota
$1.2M +$27.8K +700 +2%
Bank of Montreal
16
Bank of Montreal
Ontario, Canada
$876K +$159 +4 +0%
CB
17
Commerce Bank
Missouri
$604K
EWM
18
Evercore Wealth Management
New York
$591K -$25.4K -640 -4%
WTC
19
WhitTier Trust Company
Nevada
$510K
BAAM
20
Baker Avenue Asset Management
California
$489K +$472K +11,882 New
Bessemer Group
21
Bessemer Group
New Jersey
$488K +$471K +11,860 New
AI
22
Accredited Investors
Minnesota
$458K -$60.3K -1,518 -12%
JFGIW
23
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$442K -$206K -5,182 -33%
RFC
24
Regions Financial Corp
Alabama
$435K +$46.9K +1,180 +13%
CAG
25
Crestwood Advisors Group
Massachusetts
$430K