Mascoma Wealth Management’s iShares MSCI EAFE ETF EFA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $585K | Hold |
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|
2025
Q2 | $560K | Hold |
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|
2025
Q1 | $512K | Hold |
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|
2024
Q4 | $474K | Hold |
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|
2024
Q3 | $524K | Hold |
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|
2024
Q2 | $491K | Hold |
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|
2024
Q1 | $500K | Sell |
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|
2023
Q4 | $478K | Sell |
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|
2023
Q3 | $440K | Buy |
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|
2023
Q2 | $433K | Buy |
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|
2023
Q1 | $426K | Sell |
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|
2022
Q4 | $381K | Sell |
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|
2022
Q3 | $331K | Hold |
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|
2022
Q2 | $370K | Buy |
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|
2022
Q1 | $347K | Buy |
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|
2021
Q4 | $193K | Buy |
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|
2021
Q3 | $164K | Buy |
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|
2021
Q2 | – | Sell |
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|
2021
Q1 | $177K | Buy |
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|
2019
Q3 | – | Sell |
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|
2019
Q2 | $128K | Sell |
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|
2019
Q1 | $131K | Hold |
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|
2018
Q4 | $119K | Buy |
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|
2018
Q3 | $136K | Hold |
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|
2018
Q2 | $134K | Buy |
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|
2018
Q1 | $134K | Hold |
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|
2017
Q4 | $139K | Sell |
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|
2017
Q3 | $165K | Hold |
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|
2017
Q2 | $157K | Hold |
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|
2017
Q1 | $150K | Buy |
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|
2016
Q4 | $106K | Buy |
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