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iShares ESG Optimized MSCI USA ETF

Name Holding Trade Value Shares
Change
Change in
Stake
VMPIC
1
Varma Mutual Pension Insurance Co
Finland
$327M +$288M +2,800,000 +1,001%
JP Morgan Chase
2
JP Morgan Chase
New York
$317M +$41M +398,807 +15%
Bank of America
3
Bank of America
North Carolina
$286M +$24.9M +242,571 +10%
Morgan Stanley
4
Morgan Stanley
New York
$224M +$12M +117,100 +6%
Ameriprise
5
Ameriprise
Minnesota
$118M +$13.1M +127,494 +13%
ST
6
Spinnaker Trust
Maine
$113M +$1.17M +11,424 +1%
PNC Financial Services Group
7
PNC Financial Services Group
Pennsylvania
$102M +$10.8M +104,681 +12%
UBS Group
8
UBS Group
Switzerland
$79.3M +$8.25M +80,259 +12%
Wells Fargo
9
Wells Fargo
California
$72.5M +$2.8M +27,193 +4%
LPL Financial
10
LPL Financial
California
$69.6M +$3.21M +31,273 +5%
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$65.3M +$11.6M +113,051 +23%
RJFSA
12
Raymond James Financial Services Advisors
Florida
$58.6M +$3.87M +37,628 +7%
Mirae Asset Global Investments
13
Mirae Asset Global Investments
South Korea
$42.7M +$14.4M +140,000 +53%
Deutsche Bank
14
Deutsche Bank
Germany
$40.8M +$13.2M +128,340 +50%
MD
15
Money Design
Japan
$35.9M +$17.8M +173,062 +105%
M&T Bank
16
M&T Bank
New York
$34.7M -$922K -8,972 -3%
MWM
17
Mission Wealth Management
California
$34M +$3.03M +29,483 +10%
BlackRock
18
BlackRock
New York
$33.1M +$4.37M +42,477 +16%
RJA
19
Raymond James & Associates
Florida
$29.7M +$18.3M +177,606 +174%
TCM
20
Tradewinds Capital Management
Washington
$29.3M +$28.3M +275,317 New
Envestnet Asset Management
21
Envestnet Asset Management
Illinois
$28.9M +$2.3M +22,400 +9%
Betterment LLC
22
Betterment LLC
New York
$27.1M -$1.47M -14,317 -5%
WA
23
Win Advisors
Florida
$25.9M +$25.1M +243,769 New
Truist Financial
24
Truist Financial
North Carolina
$24.3M +$2.18M +21,253 +10%
EI
25
Ellevest Inc
New York
$21.2M +$1.01M +9,830 +5%