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Mascoma Wealth Management’s iShares ESG Aware Aggressive Allocation ETF EAOA Stock Holding History

Mascoma Wealth Management’s Portfolio EAOA Stock Details EAOA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$8.75K Buy
193
+64
+50% +$2.81K ﹤0.01% 332
2026
Q1 		$5.22K Sell
129
-200
-61% -$8.38K ﹤0.01% 365
2025
Q4 		$13.6K Hold
329
– – ﹤0.01% 290
2025
Q3 		$13.4K Buy
329
+129
+65% +$5.07K ﹤0.01% 299
2025
Q2 		$7.71K Buy
200
+131
+190% +$4.73K ﹤0.01% 350
2025
Q1 		$2.46K Buy
+69
New +$2.5K ﹤0.01% 447
2024
Q3 		– Sell
-385
Closed -$13.4K – 469
2024
Q2 		$13.4K Hold
385
– – ﹤0.01% 305
2024
Q1 		$13.1K Sell
385
-296
-43% -$9.69K ﹤0.01% 293
2023
Q4 		$21.8K Sell
681
-399
-37% -$12K 0.01% 264
2023
Q3 		$31.7K Sell
1,080
-121
-10% -$3.69K 0.01% 226
2023
Q2 		$36.9K Buy
1,201
+176
+17% +$5.25K 0.01% 214
2023
Q1 		$30.4K Sell
1,025
-104
-9% -$3.02K 0.01% 290
2022
Q4 		$31.3K Buy
1,129
+479
+74% +$13.2K 0.01% 285
2022
Q3 		$17K Buy
650
+152
+31% +$4.32K 0.01% 340
2022
Q2 		$14K Sell
498
-1,351
-73% -$40.1K ﹤0.01% 381
2022
Q1 		$60K Buy
1,849
+531
+40% +$17.2K 0.02% 240
2021
Q4 		$45K Buy
1,318
+411
+45% +$14K 0.02% 234
2021
Q3 		$30K Buy
+907
New +$30.6K 0.01% 251
2021
Q2 		– Sell
-155
Closed -$5K – 198
2021
Q1 		$5K Buy
+155
New +$4.86K ﹤0.01% 380

Other funds holding EAOA

CPCM
Cardinal Point Capital Management Toronto, Ontario, Canada $1.77B AUM 26.72% 1-Year Est. Return
MAWA
Moss Adams Wealth Advisors Seattle, Washington $1.6B AUM 28.24% 1-Year Est. Return
BDFN
Bond & Devick Financial Network St. Louis Park, Minnesota $406M AUM 16.49% 1-Year Est. Return
SWA
Sax Wealth Advisors Parsippany, New Jersey $2.46B AUM 19.75% 1-Year Est. Return
WP
Westmount Partners Los Angeles, California $457M AUM 31.05% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return
CFS
CGC Financial Services Lake Oswego, Oregon $445M AUM 17.73% 1-Year Est. Return
HHGA
Halbert Hargrove Global Advisors Long Beach, California $2.31B AUM 21.64% 1-Year Est. Return
AF
Advisornet Financial Minnetonka, Minnesota $2.19B AUM 21.28% 1-Year Est. Return

Mascoma Wealth Management's EAOA Position: Q2 2026 in Review

Mascoma Wealth Management increased its iShares ESG Aware Aggressive Allocation ETF (EAOA) stake by 50% in Q2 2026, buying an estimated $2.81K and bringing the position to 193 shares worth $8.75K. The position accounts for ﹤0.01% of the portfolio, ranked #332.

Mascoma Wealth Management first reported a position in EAOA in Q1 2021 and has held it in 19 quarters since. The position peaked at $60K in Q1 2022. 10 funds tracked by Wall St. Rank hold EAOA as of Q2 2026.

  • Mascoma Wealth Management held 193 shares of iShares ESG Aware Aggressive Allocation ETF worth $8.75K as of Q2 2026.
  • Mascoma Wealth Management bought 64 iShares ESG Aware Aggressive Allocation ETF shares in Q2 2026, an estimated $2.81K.
  • iShares ESG Aware Aggressive Allocation ETF made up ﹤0.01% of Mascoma Wealth Management's portfolio in Q2 2026, its #332 holding.
  • Mascoma Wealth Management first reported a position in iShares ESG Aware Aggressive Allocation ETF in Q1 2021 and has held it in 19 quarters since.
  • Mascoma Wealth Management's iShares ESG Aware Aggressive Allocation ETF position peaked at $60K in Q1 2022.
  • 10 funds tracked by Wall St. Rank held iShares ESG Aware Aggressive Allocation ETF as of Q2 2026.

Based on Mascoma Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.