McAdam LLC’s iShares ESG Optimized MSCI USA ETF SUSA Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$712K Sell
2025
Q2
$681K Buy
2025
Q1
$581K Buy
2024
Q4
$560K Sell
2024
Q3
$578K Buy
2024
Q2
$444K Buy
2024
Q1
$411K Buy
2023
Q4
$345K Buy
2023
Q3
$255K Buy
2023
Q2
$253K Buy
2023
Q1
$225K Buy