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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
$194M +$17.5M +204,963 +10%
Morgan Stanley
2
Morgan Stanley
New York
$163M +$30.9M +361,804 +24%
JP Morgan Chase
3
JP Morgan Chase
New York
$149M +$57.4M +672,332 +66%
VMPIC
4
Varma Mutual Pension Insurance Co
Finland
$130M +$126M +1,479,816 New
ST
5
Spinnaker Trust
Maine
$90.5M +$3.73M +43,669 +4%
Ameriprise
6
Ameriprise
Minnesota
$69.2M +$6.81M +79,870 +11%
PNC Financial Services Group
7
PNC Financial Services Group
Pennsylvania
$65.9M +$6.48M +75,969 +11%
UBS Group
8
UBS Group
Switzerland
$65.3M +$10.7M +125,483 +20%
Wells Fargo
9
Wells Fargo
California
$55.4M +$5.25M +61,502 +11%
LPL Financial
10
LPL Financial
California
$51.1M +$3.11M +36,429 +7%
RJFSA
11
Raymond James Financial Services Advisors
Florida
$39.9M +$31.6M +370,719 +445%
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$39.6M +$3.15M +36,969 +9%
M&T Bank
13
M&T Bank
New York
$28.1M +$15.1M +176,560 +123%
Betterment LLC
14
Betterment LLC
New York
$26.9M -$1.82M -21,321 -7%
MWM
15
Mission Wealth Management
California
$22.9M +$1.96M +22,989 +10%
Deutsche Bank
16
Deutsche Bank
Germany
$19.2M +$118K +1,381 +0.6%
Envestnet Asset Management
17
Envestnet Asset Management
Illinois
$19.1M +$7.67M +89,968 +71%
Truist Financial
18
Truist Financial
North Carolina
$18.5M +$3.16M +37,064 +21%
BlackRock
19
BlackRock
New York
$16.4M +$5.1M +59,781 +47%
Janney Montgomery Scott
20
Janney Montgomery Scott
Pennsylvania
$13.5M +$2.13M +25,009 +19%
EI
21
Ellevest Inc
New York
$13.5M +$1.9M +22,232 +17%
MD
22
Money Design
Japan
$12.5M +$1.75M +20,565 +17%
JMPWA
23
JP Morgan Private Wealth Advisors
California
$12M -$495K -5,799 -4%
Commonwealth Equity Services
24
Commonwealth Equity Services
Massachusetts
$10.2M -$2.19M -25,698 -18%
PAG
25
Private Advisor Group
New Jersey
$9.64M +$1.54M +18,095 +20%