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iShares ESG Optimized MSCI USA ETF

Name Holding Trade Value Shares
Change
Change in
Stake
JP Morgan Chase
1
JP Morgan Chase
New York
$229M +$767K +9,023 +0.3%
Bank of America
2
Bank of America
North Carolina
$167M -$11.7M -137,409 -6%
Morgan Stanley
3
Morgan Stanley
New York
$129M -$4.95M -58,224 -3%
PNC Financial Services Group
4
PNC Financial Services Group
Pennsylvania
$78.9M +$1.85M +21,752 +2%
ST
5
Spinnaker Trust
Maine
$74M -$10.8M -126,415 -11%
Ameriprise
6
Ameriprise
Minnesota
$68M -$4.75M -55,799 -6%
UBS Group
7
UBS Group
Switzerland
$55.3M +$679K +7,983 +1%
LPL Financial
8
LPL Financial
California
$47.8M +$578K +6,797 +1%
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$44.6M -$5.73M -67,343 -10%
RJFSA
10
Raymond James Financial Services Advisors
Florida
$40.4M -$2.18M -25,638 -5%
Wells Fargo
11
Wells Fargo
California
$39.5M -$1.75M -20,592 -4%
M&T Bank
12
M&T Bank
New York
$37.5M -$1.16M -13,579 -3%
MWM
13
Mission Wealth Management
California
$31M +$1.05M +12,303 +3%
Deutsche Bank
14
Deutsche Bank
Germany
$28.3M -$72.3K -850 -0.2%
BlackRock
15
BlackRock
New York
$27.8M +$645K +7,579 +2%
Mirae Asset Global Investments
16
Mirae Asset Global Investments
South Korea
$27.6M +$170K +2,000 +0.6%
MD
17
Money Design
Japan
$26.7M +$716K +8,422 +2%
RJA
18
Raymond James & Associates
Florida
$22M +$1.81M +21,275 +8%
Betterment LLC
19
Betterment LLC
New York
$20.7M
AA
20
Acorns Advisers
California
$19.9M +$2.33M +27,440 +12%
EI
21
Ellevest Inc
New York
$18.7M +$1.2M +14,067 +6%
Envestnet Asset Management
22
Envestnet Asset Management
Illinois
$17.3M -$682K -8,023 -3%
Osaic Holdings
23
Osaic Holdings
Arizona
$15.8M +$1.06M +12,434 +6%
Truist Financial
24
Truist Financial
North Carolina
$15.7M -$566K -6,657 -3%
JMPWA
25
JP Morgan Private Wealth Advisors
California
$14.2M -$164K -1,930 -1%