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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
$1.83B +$989M +10,599,032 +139%
JP Morgan Chase
2
JP Morgan Chase
New York
$333M +$15.5M +166,658 +5%
Bank of America
3
Bank of America
North Carolina
$183M +$4.95M +53,013 +3%
Morgan Stanley
4
Morgan Stanley
New York
$125M +$4.06M +43,478 +4%
PNC Financial Services Group
5
PNC Financial Services Group
Pennsylvania
$97.7M +$1.68M +17,995 +2%
Ameriprise
6
Ameriprise
Minnesota
$88.8M +$492K +5,276 +0.6%
ST
7
Spinnaker Trust
Maine
$82.2M +$628K +6,731 +0.8%
UBS Group
8
UBS Group
Switzerland
$61.6M -$3.36M -36,044 -6%
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$56.4M +$859K +9,207 +2%
M&T Bank
10
M&T Bank
New York
$54.6M +$358K +3,835 +0.7%
BlackRock
11
BlackRock
New York
$48.2M +$1.09M +11,634 +2%
Wells Fargo
12
Wells Fargo
California
$47.4M -$656K -7,031 -1%
MWM
13
Mission Wealth Management
California
$43.8M -$1.42M -15,217 -3%
RJFSA
14
Raymond James Financial Services Advisors
Florida
$37.8M -$235K -2,522 -0.7%
Deutsche Bank
15
Deutsche Bank
Germany
$37.5M
RJA
16
Raymond James & Associates
Florida
$37.5M +$22M +235,317 +171%
AA
17
Acorns Advisers
California
$35M +$760K +8,144 +2%
LPL Financial
18
LPL Financial
California
$34.4M +$1.47M +15,706 +5%
SRWM
19
Shira Ridge Wealth Management
California
$27.7M +$1.18M +12,672 +5%
EI
20
Ellevest Inc
New York
$23.7M +$27.8K +298 +0.1%
Envestnet Asset Management
21
Envestnet Asset Management
Illinois
$23M +$403K +4,317 +2%
Betterment LLC
22
Betterment LLC
New York
$20.8M -$1.1M -11,837 -5%
US Bancorp
23
US Bancorp
Minnesota
$20M -$241K -2,581 -1%
Truist Financial
24
Truist Financial
North Carolina
$17.7M +$349K +3,739 +2%
FEG
25
Fund Evaluation Group
Ohio
$17.6M +$277K +2,965 +2%