Advisor Group Holdings Inc. raised its stake in iShares MSCI KLD 400 Social ETF by 57.5% during the second quarter.

Source: https://www.americanbankingnews.com/2023/01/15/creative-financial-designs-inc-adv-has-296000-holdings-in-ishares-msci-kld-400-social-etf-nysearcadsi.html

All Season Financial Advisors Inc.’s holdings in iShares MSCI Mexico ETF were worth $643,000 at the end of the most recent quarter.

Source: https://www.etfdailynews.com/2023/10/07/all-season-financial-advisors-inc-has-643000-stake-in-ishares-msci-mexico-etf-nysearcaeww/

AlphaCentric Advisors LLC bought a new stake in shares of iShares MSCI Italy ETF during the 1st quarter valued at $145,000.

Source: https://www.americanbankingnews.com/2023/11/07/bank-of-montreal-can-purchases-new-shares-in-ishares-msci-italy-etf-nysearcaewi.html

Anchor Capital Advisors LLC grew its holdings in shares of iShares MSCI Emerging Markets ETF () by 6.1% during the 1st quarter, according to its most recent filing with the Securities and Exchange Commission.

Source: https://www.americanbankingnews.com/2023/07/29/anchor-capital-advisors-llc-acquires-350-shares-of-ishares-msci-emerging-markets-etf-nysearcaeem.html

And I am also pleased to report that in the second quarter, MSCI assigned Energy Recovery its highest ESG rating of AAA.

Source: https://seekingalpha.com/article/4623098-energy-recovery-inc-erii-q2-2023-earnings-call-transcript?source=feed_all_articles

Apollon Wealth Management LLC’s holdings in iShares MSCI KLD 400 Social ETF were worth $842,000 as of its most recent filing with the SEC.

Source: https://www.dailypolitical.com/2023/11/03/apollon-wealth-management-llc-has-842000-stock-position-in-ishares-msci-kld-400-social-etf-nysearcadsi.html

Apple made up 4.9 per cent of the MSCI World index at the end of March, with Microsoft on 3.8 per cent, Alphabet on 2.4 per cent, Amazon on 1.8 per cent and Meta Platforms on 0.9 per cent.

Source: https://www.ft.com/content/3dfdd5f7-e5ce-4916-a445-73cbc287a984

Arkadios Wealth Advisors acquired a new stake in shares of Fidelity MSCI Consumer Discretionary Index ETF () in the 3rd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission.

Source: https://www.americanbankingnews.com/2023/12/27/arkadios-wealth-advisors-takes-230000-position-in-fidelity-msci-consumer-discretionary-index-etf-nysearcafdis.html

Arkfeld Wealth Strategies L.L.C. boosted its position in iShares MSCI USA Min Vol Factor ETF () by 18.0% in the 3rd quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC).

Source: https://www.etfdailynews.com/2023/12/23/arkfeld-wealth-strategies-l-l-c-purchases-646-shares-of-ishares-msci-usa-min-vol-factor-etf-batsusmv/

Aspire Private Capital LLC boosted its holdings in iShares MSCI USA Min Vol Factor ETF by 4.3% in the 2nd quarter.

Source: https://www.etfdailynews.com/2023/12/23/lexaurum-advisors-llc-sells-770-shares-of-ishares-msci-usa-min-vol-factor-etf-batsusmv/

Avantax Advisory Services Inc. lessened its holdings in iShares MSCI Intl Quality Factor ETF () by 4.8% during the first quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission.

Source: https://www.americanbankingnews.com/2023/07/20/avantax-advisory-services-inc-has-4-09-million-holdings-in-ishares-msci-intl-quality-factor-etf-nysearcaiqlt.html

Avantax Advisory Services Inc. owned about 0.08% of iShares MSCI Intl Quality Factor ETF worth $4,087,000 at the end of the most recent quarter.

Source: https://www.americanbankingnews.com/2023/07/20/avantax-advisory-services-inc-has-4-09-million-holdings-in-ishares-msci-intl-quality-factor-etf-nysearcaiqlt.html

Avidian Wealth Solutions LLC lifted its holdings in shares of iShares MSCI Emerging Markets ETF () by 42.4% in the second quarter, according to the company in its most recent filing with the Securities and Exchange Commission.

Source: https://www.etfdailynews.com/2023/10/27/avidian-wealth-solutions-llc-raises-holdings-in-ishares-msci-emerging-markets-etf-nysearcaeem/

Barclays PLC’s holdings in iShares MSCI Japan ETF were worth $6,241,000 at the end of the most recent quarter.

Source: https://www.etfdailynews.com/2023/08/10/ishares-msci-japan-etf-nysearcaewj-shares-acquired-by-barclays-plc/

Bessemer Group Inc. bought a new position in iShares MSCI EAFE Value ETF during the third quarter valued at approximately $29,000.

Source: https://www.etfdailynews.com/2023/03/20/cambridge-trust-co-acquires-761-shares-of-ishares-msci-eafe-value-etf-batsefv/

BlackRock Inc. lifted its position in iShares MSCI Emerging Markets ETF by 2.8% during the third quarter.

Source: https://www.etfdailynews.com/2023/06/21/btc-capital-management-inc-purchases-shares-of-6243-ishares-msci-emerging-markets-etf-nysearcaeem/

Blair William & Co. IL lessened its stake in shares of iShares MSCI Europe Financials ETF () by 31.8% in the 4th quarter, according to its most recent disclosure with the SEC.

Source: https://www.etfdailynews.com/2023/06/02/blair-william-co-il-sells-2704-shares-of-ishares-msci-europe-financials-etf-nasdaqeufn/

Brightworth raised its stake in iShares Core MSCI Total International Stock ETF by 4.2% in the 3rd quarter.

Source: https://www.dailypolitical.com/2023/01/26/ishares-core-msci-total-international-stock-etf-nasdaqixus-short-interest-down-97-4-in-january.html

Brookstone Capital Management’s holdings in iShares Core MSCI EAFE ETF were worth $5,458,000 as of its most recent filing with the Securities and Exchange Commission.

Source: https://www.americanbankingnews.com/2023/03/18/brookstone-capital-management-sells-11165-shares-of-ishares-core-msci-eafe-etf-batsiefa.html

Captrust Financial Advisors increased its holdings in shares of iShares MSCI Emerging Markets ex China ETF by 47.5% during the third quarter.

Source: https://www.americanbankingnews.com/2023/03/29/asset-dedication-llc-has-632000-stock-position-in-ishares-msci-emerging-markets-ex-china-etf-nasdaqemxc.html