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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
$274M +$1.69M +19,626 +0.6%
Bank of America
2
Bank of America
North Carolina
$173M -$50.8M -590,756 -23%
Morgan Stanley
3
Morgan Stanley
New York
$118M -$8.79M -102,248 -7%
PNC Financial Services Group
4
PNC Financial Services Group
Pennsylvania
$96M -$5.14M -59,812 -5%
Ameriprise
5
Ameriprise
Minnesota
$77.8M -$263K -3,055 -0.3%
ST
6
Spinnaker Trust
Maine
$72.7M -$12.5M -145,520 -15%
UBS Group
7
UBS Group
Switzerland
$60M -$2.63M -30,577 -4%
Wells Fargo
8
Wells Fargo
California
$48M +$1.43M +16,656 +3%
M&T Bank
9
M&T Bank
New York
$47.3M +$3.94M +45,859 +9%
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$47.1M -$5M -58,180 -10%
RJFSA
11
Raymond James Financial Services Advisors
Florida
$40.1M -$2.71M -31,529 -6%
BlackRock
12
BlackRock
New York
$40.1M -$904K -10,524 -2%
MWM
13
Mission Wealth Management
California
$36.1M +$2.05M +23,892 +6%
Deutsche Bank
14
Deutsche Bank
Germany
$33M -$251K -2,916 -0.8%
Mirae Asset Global Investments
15
Mirae Asset Global Investments
South Korea
$32.9M +$1.46M +17,000 +5%
LPL Financial
16
LPL Financial
California
$30.4M -$1.66M -19,357 -5%
MD
17
Money Design
Japan
$29.3M -$1.82M -21,218 -6%
AA
18
Acorns Advisers
California
$27.7M +$2.24M +26,076 +9%
EI
19
Ellevest Inc
New York
$22.7M +$846K +9,841 +4%
SRWM
20
Shira Ridge Wealth Management
California
$22.3M +$288K +3,347 +1%
Envestnet Asset Management
21
Envestnet Asset Management
Illinois
$21.8M +$1.3M +15,166 +6%
Betterment LLC
22
Betterment LLC
New York
$20.2M -$876K -10,195 -4%
JMPWA
23
JP Morgan Private Wealth Advisors
California
$19.3M -$71.9K -837 -0.4%
Truist Financial
24
Truist Financial
North Carolina
$17.7M -$694K -8,080 -4%
Osaic Holdings
25
Osaic Holdings
Arizona
$15M +$3.72M +43,334 +34%