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iShares ESG Optimized MSCI USA ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Bank of America
1
Bank of America
North Carolina
$85.3M -$112M -1,829,852 -57%
PNC Financial Services Group
2
PNC Financial Services Group
Pennsylvania
$34M +$3.75M +61,218 +13%
Morgan Stanley
3
Morgan Stanley
New York
$32.1M +$2.54M +41,526 +9%
Wells Fargo
4
Wells Fargo
California
$24.3M -$1.66M -27,108 -6%
UBS Group
5
UBS Group
Switzerland
$21.6M +$570K +9,306 +3%
Ameriprise
6
Ameriprise
Minnesota
$21.4M +$2.29M +37,454 +12%
LPL Financial
7
LPL Financial
California
$11.2M +$1.12M +18,348 +11%
JMPWA
8
JP Morgan Private Wealth Advisors
California
$9.23M +$9.43K +154 +0.1%
MWM
9
Mission Wealth Management
California
$9.21M +$872K +14,246 +11%
SB
10
Suntrust Banks
Georgia
$8.14M +$33.8K +552 +0.4%
Betterment LLC
11
Betterment LLC
New York
$8.11M
JP Morgan Chase
12
JP Morgan Chase
New York
$7.74M +$4.1M +67,000 +115%
RJA
13
Raymond James & Associates
Florida
$7.61M +$267K +4,362 +4%
M&T Bank
14
M&T Bank
New York
$7.35M +$43.1K +704 +0.6%
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$7.31M +$2.4M +39,206 +50%
Commonwealth Equity Services
16
Commonwealth Equity Services
Massachusetts
$6.92M +$250K +4,086 +4%
HPWM
17
Highland Private Wealth Management
Washington
$6.62M +$389K +6,350 +6%
Envestnet Asset Management
18
Envestnet Asset Management
Illinois
$6.05M +$1.22M +19,996 +26%
Mariner
19
Mariner
Kansas
$5.95M +$218K +3,560 +4%
TF
20
Tompkins Financial
New York
$5.03M +$487K +7,958 +11%
EI
21
Ellevest Inc
New York
$4.39M +$3.03M +49,558 +231%
SCA
22
Snowden Capital Advisors
New York
$4.27M +$277K +4,522 +7%
HighTower Advisors
23
HighTower Advisors
Illinois
$3.59M +$1.02M +16,598 +40%
CCM
24
Colorado Capital Management
Colorado
$3.15M -$17.8K -290 -0.5%
GC
25
Garde Capital
Washington
$3.15M -$13.1K -214 -0.4%