ML
McAdam LLC’s iShares ESG Aware MSCI EAFE ETF ESGD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $525K | Buy |
5,879
+286
| +5% | +$25.5K | 0.03% | 208 |
|
|
2025
Q1 | $457K | Buy |
5,593
+742
| +15% | +$60.6K | 0.03% | 200 |
|
|
2024
Q4 | $369K | Buy |
4,851
+804
| +20% | +$61.2K | 0.02% | 244 |
|
|
2024
Q3 | $341K | Buy |
4,047
+286
| +8% | +$24.1K | 0.02% | 238 |
|
|
2024
Q2 | $296K | Buy |
3,761
+199
| +6% | +$15.7K | 0.02% | 241 |
|
|
2024
Q1 | $285K | Buy |
3,562
+324
| +10% | +$25.9K | 0.02% | 236 |
|
|
2023
Q4 | $245K | Buy |
+3,238
| New | +$245K | 0.02% | 241 |
|