MCM
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MAI Capital Management’s iShares ESG Aware MSCI EM ETF ESGE Stock Holding History

MAI Capital Management’s Portfolio ESGE Stock Details ESGE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$524K Sell
11,518
-412
-3% -$19.5K ﹤0.01% 1008
2025
Q4 		$527K Buy
11,930
+139
+1% +$6.13K ﹤0.01% 940
2025
Q3 		$512K Buy
11,791
+2,443
+26% +$99.7K ﹤0.01% 902
2025
Q2 		$366K Buy
9,348
+263
+3% +$9.52K ﹤0.01% 942
2025
Q1 		$318K Sell
9,085
-103
-1% -$3.59K ﹤0.01% 960
2024
Q4 		$307K Buy
9,188
+71
+0.8% +$2.5K ﹤0.01% 983
2024
Q3 		$332K Sell
9,117
-252
-3% -$8.61K ﹤0.01% 846
2024
Q2 		$314K Buy
+9,369
New +$309K ﹤0.01% 974

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