Mascoma Wealth Management’s iShares MSCI Emerging Markets ETF EEM Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$224K	Buy	3,280 +3	+0.1%	+$196	0.04%	86
2026 Q1	$186K	Hold	3,277	–	–	0.04%	98
2025 Q4	$179K	Buy	3,277 +7	+0.2%	+$381	0.04%	95
2025 Q3	$175K	Buy	3,270 +159	+5%	+$7.98K	0.04%	102
2025 Q2	$150K	Buy	3,111 +4	+0.1%	+$180	0.03%	105
2025 Q1	$136K	Buy	3,107 +484	+18%	+$21K	0.03%	112
2024 Q4	$110K	Hold	2,623	–	–	0.03%	133
2024 Q3	$120K	Hold	2,623	–	–	0.03%	127
2024 Q2	$112K	Buy	2,623 +13	+0.5%	+$545	0.03%	129
2024 Q1	$107K	Hold	2,610	–	–	0.03%	134
2023 Q4	$105K	Hold	2,610	–	–	0.03%	136
2023 Q3	$99K	Hold	2,610	–	–	0.03%	136
2023 Q2	$104K	Hold	2,610	–	–	0.03%	135
2023 Q1	$102K	Hold	2,610	–	–	0.03%	162
2022 Q4	$98.9K	Hold	2,610	–	–	0.03%	163
2022 Q3	$91K	Hold	2,610	–	–	0.03%	171
2022 Q2	$105K	Hold	2,610	–	–	0.04%	165
2022 Q1	$118K	Sell	2,610 -5	-0.2%	-$236	0.04%	163
2021 Q4	$128K	Buy	2,615 +5	+0.2%	+$252	0.04%	143
2021 Q3	$131K	Buy	+2,610	New	+$136K	0.05%	129
2021 Q2	–	Sell	-2,610	Closed	-$139K	–	203
2021 Q1	$139K	Buy	+2,610	New	+$143K	0.06%	125
2019 Q3	–	Sell	-2,610	Closed	-$112K	–	150
2019 Q2	$112K	Buy	2,610 +2,560	+5,120%	+$109K	0.07%	108
2019 Q1	$2K	Hold	50	–	–	﹤0.01%	352
2018 Q4	$2K	Hold	50	–	–	﹤0.01%	342
2018 Q3	$2K	Hold	50	–	–	﹤0.01%	364
2018 Q2	$2K	Buy	+50	New	+$2.31K	﹤0.01%	361
2017 Q4	–	Sell	-825	Closed	-$37K	–	381
2017 Q3	$37K	Hold	825	–	–	0.02%	167
2017 Q2	$34K	Buy	825 +60	+8%	+$2.44K	0.02%	187
2017 Q1	$30K	Buy	+765	New	+$29.1K	0.02%	184

Other funds holding EEM

Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

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

Mascoma Wealth Management increased its iShares MSCI Emerging Markets ETF (EEM) stake by 0.09% in Q2 2026, buying an estimated $196 and bringing the position to 3,280 shares worth $224K. The position accounts for 0.04% of the portfolio, ranked #86.

Mascoma Wealth Management first reported a position in EEM in Q1 2017 and has held it in 29 quarters since. 1,647 funds tracked by Wall St. Rank hold EEM as of Q2 2026.

Mascoma Wealth Management held 3,280 shares of iShares MSCI Emerging Markets ETF worth $224K as of Q2 2026.
Mascoma Wealth Management bought 3 iShares MSCI Emerging Markets ETF shares in Q2 2026, an estimated $196.
iShares MSCI Emerging Markets ETF made up 0.04% of Mascoma Wealth Management's portfolio in Q2 2026, its #86 holding.
Mascoma Wealth Management first reported a position in iShares MSCI Emerging Markets ETF in Q1 2017 and has held it in 29 quarters since.
1,647 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets ETF as of Q2 2026.

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