Ownership history in McAdam, LLC · 21 quarters on record
This page tracks every 13F SEC filing in which McAdam, LLC reported a position in ISHARES TR (IEFA). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | ADDED | 226,085 | +4,255 | +1.9% | 0.93% | $20.2M | $89.46 |
| 2025 Q3 | ADDED | 221,830 | +3,642 | +1.7% | 0.95% | $19.4M | $85.66 |
| 2025 Q2 | ADDED | 218,188 | +61,552 | +39.3% | 1.00% | $18.2M | $81.90 |
| 2025 Q1 | REDUCED | 156,636 | -46,428 | -22.9% | 0.73% | $11.8M | $72.91 |
| 2024 Q4 | ADDED | 203,064 | +15,092 | +8.0% | 0.78% | $14.3M | $67.73 |
| 2024 Q3 | ADDED | 187,972 | +8,206 | +4.6% | 0.82% | $14.7M | $74.06 |
| 2024 Q2 | REDUCED | 179,766 | -1,008 | -0.6% | 0.79% | $13.1M | $68.93 |
| 2024 Q1 | REDUCED | 180,774 | -6,056 | -3.2% | 0.86% | $13.4M | $69.20 |
| 2023 Q4 | ADDED | 186,830 | +13,042 | +7.5% | 0.95% | $13.1M | $65.59 |
| 2023 Q3 | ADDED | 173,788 | +21,846 | +14.4% | 0.92% | $11.2M | $59.17 |
As of 2025 Q4 — sorted by position size