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iShares ESG MSCI USA Leaders ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BOI
1
Bank of Italy
Italy
$104M -$86M -765,406 -46%
Mercer Global Advisors
2
Mercer Global Advisors
Colorado
$92.7M -$302K -2,691 -0.3%
JP Morgan Chase
3
JP Morgan Chase
New York
$52.2M -$1.63M -14,472 -3%
Fidelity Investments
4
Fidelity Investments
Massachusetts
$48M +$2.43M +21,663 +6%
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$44.3M +$1.83M +16,285 +4%
Wealth Enhancement Advisory Services
6
Wealth Enhancement Advisory Services
Minnesota
$28.8M +$390K +3,474 +1%
Creative Planning
7
Creative Planning
Kansas
$24M -$1.47M -13,100 -6%
AF
8
Allworth Financial
California
$23M +$804K +7,158 +4%
EI
9
Ellevest Inc
New York
$16.8M +$1.74M +15,520 +12%
GM
10
GeoWealth Management
Illinois
$10.2M -$891K -7,927 -8%
CCWA
11
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$9.48M +$111K +991 +1%
SA
12
Sanctuary Advisors
Indiana
$9.34M -$449 -4 -0%
Pathstone Holdings
13
Pathstone Holdings
New Jersey
$9.16M +$101K +900 +1%
OIA
14
OneDigital Investment Advisors
Kansas
$9.12M -$27.3K -243 -0.3%
RSWM
15
Robertson Stephens Wealth Management
California
$7.51M +$55.6K +495 +0.8%
OWA
16
One Wealth Advisors
California
$7.47M -$131K -1,169 -2%
Commonwealth Equity Services
17
Commonwealth Equity Services
Massachusetts
$7.15M +$392K +3,488 +6%
Bank of America
18
Bank of America
North Carolina
$6.92M -$68.2K -607 -1%
WAL
19
W Advisors LLC
Tennessee
$6.84M -$1.1M -9,749 -14%
SWM
20
SK Wealth Management
Rhode Island
$6.23M +$1.02M +9,069 +21%
BFA
21
Bluestem Financial Advisors
Illinois
$5.76M -$43.4K -386 -0.8%
IWC
22
Integrated Wealth Concepts
Massachusetts
$5.14M -$5.28K -47 -0.1%
ACA
23
Aptus Capital Advisors
Alabama
$4.97M +$3.15K +28 +0.1%
Goldman Sachs
24
Goldman Sachs
New York
$4.6M -$1.61M -14,286 -27%
Envestnet Asset Management
25
Envestnet Asset Management
Illinois
$3.64M -$73.8M -657,016 -95%