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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
$299M +$6.53M +73,561 +2%
VMPIC
2
Varma Mutual Pension Insurance Co
Finland
$220M +$209M +2,350,000 New
Bank of America
3
Bank of America
North Carolina
$167M -$16.9M -190,502 -10%
Morgan Stanley
4
Morgan Stanley
New York
$113M -$12.6M -142,325 -11%
PNC Financial Services Group
5
PNC Financial Services Group
Pennsylvania
$108M +$5.39M +60,653 +6%
Ameriprise
6
Ameriprise
Minnesota
$83.6M +$364K +4,097 +0.5%
ST
7
Spinnaker Trust
Maine
$76.6M -$962K -10,833 -1%
UBS Group
8
UBS Group
Switzerland
$61.1M -$2.82M -31,746 -5%
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$55.6M +$5.01M +56,403 +10%
M&T Bank
10
M&T Bank
New York
$50M -$453K -5,103 -0.9%
Wells Fargo
11
Wells Fargo
California
$47.6M -$3.43M -38,623 -7%
BlackRock
12
BlackRock
New York
$43.4M +$596K +6,709 +1%
MWM
13
Mission Wealth Management
California
$40.1M +$1.54M +17,284 +4%
RJFSA
14
Raymond James Financial Services Advisors
Florida
$36.4M -$6.11M -68,768 -15%
Deutsche Bank
15
Deutsche Bank
Germany
$35.1M -$66.4K -747 -0.2%
AA
16
Acorns Advisers
California
$31M +$1.4M +15,771 +5%
LPL Financial
17
LPL Financial
California
$30.6M -$1.76M -19,786 -6%
Qube Research & Technologies (QRT)
18
Qube Research & Technologies (QRT)
United Kingdom
$27M +$33M +371,118 +34,458%
EI
19
Ellevest Inc
New York
$24.6M +$354K +3,990 +2%
SRWM
20
Shira Ridge Wealth Management
California
$24M +$249K +2,799 +1%
MD
21
Money Design
Japan
$21.4M -$9.32M -104,950 -31%
Envestnet Asset Management
22
Envestnet Asset Management
Illinois
$21.4M -$1.81M -20,405 -8%
Betterment LLC
23
Betterment LLC
New York
$20.8M -$707K -7,958 -3%
JMPWA
24
JP Morgan Private Wealth Advisors
California
$18.5M -$1.91M -21,522 -10%
Truist Financial
25
Truist Financial
North Carolina
$18.1M -$684K -7,704 -4%