MCM
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MAI Capital Management’s iShares LifePath Target Date 2045 ETF ITDE Stock Holding History

MAI Capital Management’s Portfolio ITDE Stock Details ITDE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$51.8K Buy
1,447
+859
+146% +$31.7K ﹤0.01% 2202
2025
Q4 		$21.3K Buy
588
+263
+81% +$9.55K ﹤0.01% 2475
2025
Q3 		$11.7K Hold
325
– – ﹤0.01% 2678
2025
Q2 		$10.9K Hold
325
– – ﹤0.01% 2684
2025
Q1 		$9.99K Hold
325
– – ﹤0.01% 2479
2024
Q4 		$10K Buy
+325
New +$10.3K ﹤0.01% 2511

Other funds holding ITDE

SS
Sunbelt Securities Houston, Texas $1.58B AUM 28.96% 1-Year Est. Return
CAL
Capital Advisors Ltd Shaker Heights, Ohio $880M AUM 15.4% 1-Year Est. Return
GWM
Geneos Wealth Management Englewood, Colorado $4.31B AUM 18.36% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $10.6B AUM 19.99% 1-Year Est. Return