Mascoma Wealth Management’s iShares ESG Aware Moderate Allocation ETF EAOM Stock Holding History

Mascoma Wealth Management’s Portfolio EAOM Stock Details EAOM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$8.68K	Hold	276	–	–	﹤0.01%	334
2026 Q1	$8.21K	Hold	276	–	–	﹤0.01%	336
2025 Q4	$8.29K	Hold	276	–	–	﹤0.01%	332
2025 Q3	$8.27K	Hold	276	–	–	﹤0.01%	340
2025 Q2	$7.98K	Hold	276	–	–	﹤0.01%	347
2025 Q1	$7.63K	Hold	276	–	–	﹤0.01%	355
2024 Q4	$7.56K	Hold	276	–	–	﹤0.01%	369
2024 Q3	$7.86K	Hold	276	–	–	﹤0.01%	341
2024 Q2	$7.49K	Hold	276	–	–	﹤0.01%	363
2024 Q1	$7.45K	Hold	276	–	–	﹤0.01%	343
2023 Q4	$7.26K	Hold	276	–	–	﹤0.01%	351
2023 Q3	$6.78K	Hold	276	–	–	﹤0.01%	360
2023 Q2	$7.04K	Sell	276 -785	-74%	-$19.9K	﹤0.01%	353
2023 Q1	$27K	Buy	1,061 +785	+284%	+$19.6K	0.01%	304
2022 Q4	$6.67K	Hold	276	–	–	﹤0.01%	452
2022 Q3	$6K	Hold	276	–	–	﹤0.01%	452
2022 Q2	$7K	Hold	276	–	–	﹤0.01%	462
2022 Q1	$8K	Buy	+276	New	+$7.68K	﹤0.01%	464

Other funds holding EAOM

BDFN

Bond & Devick Financial Network St. Louis Park, Minnesota $406M AUM 16.49% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

PSI

Planning Strategies Inc. Lancaster, Pennsylvania $160M AUM

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

Mascoma Wealth Management held its iShares ESG Aware Moderate Allocation ETF (EAOM) position steady in Q2 2026 at 276 shares worth $8.68K. The position accounts for ﹤0.01% of the portfolio, ranked #334.

Mascoma Wealth Management first reported a position in EAOM in Q1 2022 and has held it in 18 quarters since. The position peaked at $27K in Q1 2023. 4 funds tracked by Wall St. Rank hold EAOM as of Q2 2026.

Mascoma Wealth Management held 276 shares of iShares ESG Aware Moderate Allocation ETF worth $8.68K as of Q2 2026.
Mascoma Wealth Management left its iShares ESG Aware Moderate Allocation ETF share count unchanged in Q2 2026.
iShares ESG Aware Moderate Allocation ETF made up ﹤0.01% of Mascoma Wealth Management's portfolio in Q2 2026, its #334 holding.
Mascoma Wealth Management first reported a position in iShares ESG Aware Moderate Allocation ETF in Q1 2022 and has held it in 18 quarters since.
Mascoma Wealth Management's iShares ESG Aware Moderate Allocation ETF position peaked at $27K in Q1 2023.
4 funds tracked by Wall St. Rank held iShares ESG Aware Moderate Allocation ETF as of Q2 2026.

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