MAI Capital Management’s iShares ESG Aware MSCI EAFE ETF ESGD Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$1.36M Buy
2025
Q2
$697K Buy
2025
Q1
$567K Buy
2024
Q4
$522K Buy
2024
Q3
$511K Sell
2024
Q2
$499K Buy
2024
Q1
$327K Buy