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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
$71.6M -$12.7M -198,366 -13%
Morgan Stanley
2
Morgan Stanley
New York
$56.8M +$26.8M +417,934 +68%
PNC Financial Services Group
3
PNC Financial Services Group
Pennsylvania
$33.5M +$2.6M +40,622 +7%
UBS Group
4
UBS Group
Switzerland
$30.1M +$7.58M +118,308 +27%
Ameriprise
5
Ameriprise
Minnesota
$26.5M +$7.82M +121,974 +33%
Betterment LLC
6
Betterment LLC
New York
$21.8M +$16.5M +257,730 +185%
Wells Fargo
7
Wells Fargo
California
$21.3M -$8.97K -140 -0%
RJA
8
Raymond James & Associates
Florida
$17.5M +$11.3M +176,046 +123%
JP Morgan Chase
9
JP Morgan Chase
New York
$13.9M +$7.22M +112,704 +80%
LPL Financial
10
LPL Financial
California
$11.8M +$1.59M +24,874 +13%
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$11.7M +$2.6M +40,506 +23%
MWM
12
Mission Wealth Management
California
$10.3M +$1M +15,650 +9%
Truist Financial
13
Truist Financial
North Carolina
$9.19M +$267K +4,168 +3%
JMPWA
14
JP Morgan Private Wealth Advisors
California
$8.84M +$606K +9,454 +6%
Envestnet Asset Management
15
Envestnet Asset Management
Illinois
$8.09M +$1.28M +19,934 +16%
Commonwealth Equity Services
16
Commonwealth Equity Services
Massachusetts
$7.19M +$803K +12,532 +11%
M&T Bank
17
M&T Bank
New York
$6.83M +$7.97M +124,360 New
Susquehanna International Group
18
Susquehanna International Group
Pennsylvania
$5.44M +$6.36M +99,192 New
Mariner
19
Mariner
Kansas
$5.06M
EI
20
Ellevest Inc
New York
$4.95M +$656K +10,236 +13%
TF
21
Tompkins Financial
New York
$4.8M +$67K +1,046 +1%
Janney Montgomery Scott
22
Janney Montgomery Scott
Pennsylvania
$4.44M +$1.61M +25,106 +45%
BlackRock
23
BlackRock
New York
$4.14M +$4.14M +64,646 +594%
SC
24
Scotia Capital
Ontario, Canada
$3.64M +$4.25M +66,358 New
Goldman Sachs
25
Goldman Sachs
New York
$3.23M