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McAdam LLC’s iShares ESG Aware MSCI EAFE ETF ESGD Stock Holding History

McAdam LLC’s Portfolio ESGD Stock Details ESGD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.08M Buy
10,532
+364
+4% +$37K 0.04% 164
2026
Q1 		$972K Buy
10,168
+59
+0.6% +$5.84K 0.04% 159
2025
Q4 		$961K Buy
10,109
+4,121
+69% +$388K 0.04% 160
2025
Q3 		$557K Buy
5,988
+109
+2% +$9.86K 0.03% 199
2025
Q2 		$525K Buy
5,879
+286
+5% +$24.4K 0.03% 208
2025
Q1 		$457K Buy
5,593
+742
+15% +$59.9K 0.03% 200
2024
Q4 		$369K Buy
4,851
+804
+20% +$64K 0.02% 244
2024
Q3 		$341K Buy
4,047
+286
+8% +$23.1K 0.02% 238
2024
Q2 		$296K Buy
3,761
+199
+6% +$15.8K 0.02% 241
2024
Q1 		$285K Buy
3,562
+324
+10% +$24.8K 0.02% 236
2023
Q4 		$245K Buy
+3,238
New +$229K 0.02% 241

Other funds holding ESGD

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
TWIM
TIAA Wealth Investment Management New York $15B AUM
AA
Acorns Advisers Irvine, California $15.3B AUM 18.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

McAdam LLC's ESGD Position: Q2 2026 in Review

McAdam LLC increased its iShares ESG Aware MSCI EAFE ETF (ESGD) stake by 3.6% in Q2 2026, buying an estimated $37K and bringing the position to 10,532 shares worth $1.08M. The position accounts for 0.04% of the portfolio, ranked #164.

McAdam LLC first reported a position in ESGD in Q4 2023 and has held it in 11 quarters since. 754 funds tracked by Wall St. Rank hold ESGD as of Q2 2026.

  • McAdam LLC held 10,532 shares of iShares ESG Aware MSCI EAFE ETF worth $1.08M as of Q2 2026.
  • McAdam LLC bought 364 iShares ESG Aware MSCI EAFE ETF shares in Q2 2026, an estimated $37K.
  • iShares ESG Aware MSCI EAFE ETF made up 0.04% of McAdam LLC's portfolio in Q2 2026, its #164 holding.
  • McAdam LLC first reported a position in iShares ESG Aware MSCI EAFE ETF in Q4 2023 and has held it in 11 quarters since.
  • 754 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EAFE ETF as of Q2 2026.

Based on McAdam LLC's 13F filing for Q2 2026, filed 4 Aug 2026.