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Mascoma Wealth Management’s iShares ESG Aware Growth Allocation ETF EAOR Stock Holding History

Mascoma Wealth Management’s Portfolio EAOR Stock Details EAOR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$10.3K Hold
295
– – ﹤0.01% 315
2025
Q4 		$10.4K Buy
295
+149
+102% +$5.26K ﹤0.01% 311
2025
Q3 		$5.1K Hold
146
– – ﹤0.01% 376
2025
Q2 		$4.87K Hold
146
– – ﹤0.01% 381
2025
Q1 		$4.56K Buy
146
+43
+42% +$1.37K ﹤0.01% 404
2024
Q4 		$3.22K Hold
103
– – ﹤0.01% 443
2024
Q3 		$3.33K Buy
103
+80
+348% +$2.5K ﹤0.01% 415
2024
Q2 		$706 Hold
23
– – ﹤0.01% 474
2024
Q1 		$699 Sell
23
-45
-66% -$1.32K ﹤0.01% 440
2023
Q4 		$1.98K Hold
68
– – ﹤0.01% 442
2023
Q3 		$1.83K Buy
68
+8
+13% +$222 ﹤0.01% 468
2023
Q2 		$1.69K Sell
60
-2,565
-98% -$70.5K ﹤0.01% 450
2023
Q1 		$72.2K Sell
2,625
-668
-20% -$18K 0.02% 199
2022
Q4 		$85.3K Sell
3,293
-30
-0.9% -$773 0.03% 179
2022
Q3 		$82K Buy
3,323
+117
+4% +$3.13K 0.03% 181
2022
Q2 		$85K Sell
3,206
-5
-0.2% -$138 0.03% 185
2022
Q1 		$96K Sell
3,211
-247
-7% -$7.43K 0.03% 187
2021
Q4 		$110K Buy
3,458
+488
+16% +$15.4K 0.04% 157
2021
Q3 		$92K Buy
+2,970
New +$93.2K 0.04% 160
2021
Q2 		– Sell
-2,887
Closed -$86K – 199
2021
Q1 		$86K Buy
+2,887
New +$85.5K 0.04% 163

Other funds holding EAOR

CPCM
Cardinal Point Capital Management Toronto, Ontario, Canada $1.77B AUM 26.72% 1-Year Est. Return
BDFN
Bond & Devick Financial Network St. Louis Park, Minnesota $406M AUM 16.49% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
RBA
Richard Bernstein Advisors New York $3.45B AUM 16.24% 1-Year Est. Return
AF
Advisornet Financial Minnetonka, Minnesota $1.93B AUM 18.43% 1-Year Est. Return
LPAM
Lodestar Private Asset Management Alamo, California $1.01B AUM 16.61% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
WP
Westmount Partners Los Angeles, California $457M AUM 31.05% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Mascoma Wealth Management's EAOR Position: Q1 2026 in Review

Mascoma Wealth Management held its iShares ESG Aware Growth Allocation ETF (EAOR) position steady in Q1 2026 at 295 shares worth $10.3K. The position accounts for ﹤0.01% of the portfolio, ranked #315.

Mascoma Wealth Management first reported a position in EAOR in Q1 2021 and has held it in 20 quarters since. The position peaked at $110K in Q4 2021. 17 funds tracked by Wall St. Rank hold EAOR as of Q1 2026.

  • Mascoma Wealth Management held 295 shares of iShares ESG Aware Growth Allocation ETF worth $10.3K as of Q1 2026.
  • Mascoma Wealth Management left its iShares ESG Aware Growth Allocation ETF share count unchanged in Q1 2026.
  • iShares ESG Aware Growth Allocation ETF made up ﹤0.01% of Mascoma Wealth Management's portfolio in Q1 2026, its #315 holding.
  • Mascoma Wealth Management first reported a position in iShares ESG Aware Growth Allocation ETF in Q1 2021 and has held it in 20 quarters since.
  • Mascoma Wealth Management's iShares ESG Aware Growth Allocation ETF position peaked at $110K in Q4 2021.
  • 17 funds tracked by Wall St. Rank held iShares ESG Aware Growth Allocation ETF as of Q1 2026.

Based on Mascoma Wealth Management's 13F filing for Q1 2026, filed 30 Apr 2026.