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McAdam LLC’s iShares Asia 50 ETF AIA Stock Holding History

McAdam LLC’s Portfolio AIA Stock Details AIA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-6,748
Closed -$488K – 377
2025
Q1 		$488K Sell
6,748
-376
-5% -$27.2K 0.03% 193
2024
Q4 		$483K Sell
7,124
-702
-9% -$50.1K 0.03% 209
2024
Q3 		$566K Sell
7,826
-3,963
-34% -$266K 0.03% 183
2024
Q2 		$791K Sell
11,789
-466
-4% -$29.9K 0.05% 137
2024
Q1 		$744K Sell
12,255
-601
-5% -$34.4K 0.05% 133
2023
Q4 		$745K Sell
12,856
-830
-6% -$46.9K 0.05% 126
2023
Q3 		$759K Sell
13,686
-818
-6% -$48.1K 0.06% 129
2023
Q2 		$864K Sell
14,504
-246
-2% -$14.7K 0.07% 119
2023
Q1 		$913K Sell
14,750
-8,507
-37% -$526K 0.08% 115
2022
Q4 		$1.78M Buy
23,257
+5,292
+29% +$281K 0.18% 61
2022
Q3 		$897K Sell
17,965
-1,330
-7% -$77.8K 0.1% 101
2022
Q2 		$1.21M Sell
19,295
-2,377
-11% -$152K 0.13% 94
2022
Q1 		$1.49M Sell
21,672
-1,585
-7% -$117K 0.14% 70
2021
Q4 		$1.78M Sell
23,257
-1,380
-6% -$109K 0.18% 61
2021
Q3 		$1.93M Sell
24,637
-3,333
-12% -$279K 0.21% 57
2021
Q2 		$2.37M Buy
27,970
+3,871
+16% +$354K 0.27% 51
2021
Q1 		$2.22M Sell
24,099
-649
-3% -$62.1K 0.31% 45
2020
Q4 		$2.31M Buy
+24,748
New +$1.98M 0.35% 42

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Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
EE
EWG Elevate Roseville, California $320M AUM 18.11% 1-Year Est. Return
SA
SFI Advisors Montclair, New Jersey $95.2M AUM 23.7% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return