Mascoma Wealth Management’s iShares MSCI EAFE Min Vol Factor ETF EFAV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $776K | Hold |
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|
2025
Q1 | $719K | Hold |
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|
2024
Q4 | $653K | Sell |
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|
2024
Q3 | $735K | Sell |
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|
2024
Q2 | $821K | Sell |
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|
2024
Q1 | $988K | Sell |
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|
2023
Q4 | $1.31M | Sell |
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|
2023
Q3 | $1.59M | Sell |
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|
2023
Q2 | $1.66M | Sell |
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|
2023
Q1 | $2.59M | Sell |
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|
2022
Q4 | $2.43M | Buy |
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|
2022
Q3 | $1.55M | Buy |
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|
2022
Q2 | $1.22M | Buy |
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|
2022
Q1 | $855K | Buy |
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|
2021
Q4 | $827K | Hold |
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|
2021
Q3 | $812K | Sell |
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|
2021
Q2 | $829K | Sell |
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|
2021
Q1 | $1.23M | Sell |
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|
2020
Q4 | $2.23M | Buy |
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|
2019
Q3 | $6.38M | Sell |
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|
2019
Q2 | $7.77M | Buy |
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|
2019
Q1 | $7.28M | Buy |
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|
2018
Q4 | $6.13M | Sell |
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|
2018
Q3 | $12.2M | Buy |
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|
2018
Q2 | $8.68M | Buy |
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|
2018
Q1 | $6.77M | Buy |
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|
2017
Q4 | $6.51M | Sell |
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|
2017
Q3 | $12.1M | Sell |
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|
2017
Q2 | $12.5M | Buy |
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|
2017
Q1 | $9.96M | Buy |
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|
2016
Q4 | $8.95M | Buy |
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