Mascoma Wealth Management’s iShares ESG Aware Moderate Allocation ETF EAOM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $8.27K | Hold |
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|
2025
Q2 | $7.98K | Hold |
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2025
Q1 | $7.63K | Hold |
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|
2024
Q4 | $7.56K | Hold |
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|
2024
Q3 | $7.86K | Hold |
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|
2024
Q2 | $7.49K | Hold |
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|
2024
Q1 | $7.45K | Hold |
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|
2023
Q4 | $7.26K | Hold |
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|
2023
Q3 | $6.78K | Hold |
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|
2023
Q2 | $7.04K | Sell |
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|
2023
Q1 | $27K | Buy |
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|
2022
Q4 | $6.67K | Hold |
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|
2022
Q3 | $6K | Hold |
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|
2022
Q2 | $7K | Hold |
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|
2022
Q1 | $8K | Buy |
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