Mascoma Wealth Management’s iShares ESG Aware Moderate Allocation ETF EAOM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
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% | -$20K | ﹤0.01% | 353 |
|
|
2023
Q1 | $27K | Buy |
1,061
+785
| +284% | +$19.9K | 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 | +$8K | ﹤0.01% | 464 |
|