Mascoma Wealth Management’s iShares MSCI EAFE Growth ETF EFG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $58.1K | Hold |
519
| – | – | 0.01% | 175 |
|
|
2025
Q1 | $51.9K | Hold |
519
| – | – | 0.01% | 181 |
|
|
2024
Q4 | $50.3K | Sell |
519
-250
| -33% | -$24.2K | 0.01% | 195 |
|
|
2024
Q3 | $82.8K | Hold |
769
| – | – | 0.02% | 154 |
|
|
2024
Q2 | $78.7K | Hold |
769
| – | – | 0.02% | 155 |
|
|
2024
Q1 | $79.8K | Hold |
769
| – | – | 0.02% | 145 |
|
|
2023
Q4 | $74.5K | Hold |
769
| – | – | 0.02% | 151 |
|
|
2023
Q3 | $66.4K | Buy |
769
+296
| +63% | +$25.5K | 0.02% | 157 |
|
|
2023
Q2 | $44.4K | Sell |
473
-239
| -34% | -$22.4K | 0.01% | 200 |
|
|
2023
Q1 | $68.2K | Sell |
712
-48
| -6% | -$4.6K | 0.02% | 205 |
|
|
2022
Q4 | $63.7K | Hold |
760
| – | – | 0.02% | 205 |
|
|
2022
Q3 | $55K | Buy |
760
+48
| +7% | +$3.47K | 0.02% | 217 |
|
|
2022
Q2 | $57K | Buy |
712
+662
| +1,324% | +$53K | 0.02% | 226 |
|
|
2022
Q1 | $5K | Hold |
50
| – | – | ﹤0.01% | 507 |
|
|
2021
Q4 | $6K | Hold |
50
| – | – | ﹤0.01% | 439 |
|
|
2021
Q3 | $5K | Buy |
+50
| New | +$5K | ﹤0.01% | 382 |
|
|
2021
Q2 | – | Sell |
-50
| Closed | -$5K | – | 206 |
|
|
2021
Q1 | $5K | Buy |
+50
| New | +$5K | ﹤0.01% | 381 |
|
|
2019
Q3 | – | Sell |
-50
| Closed | -$4K | – | 153 |
|
|
2019
Q2 | $4K | Hold |
50
| – | – | ﹤0.01% | 305 |
|
|
2019
Q1 | $4K | Hold |
50
| – | – | ﹤0.01% | 312 |
|
|
2018
Q4 | $3K | Hold |
50
| – | – | ﹤0.01% | 320 |
|
|
2018
Q3 | $4K | Hold |
50
| – | – | ﹤0.01% | 336 |
|
|
2018
Q2 | $4K | Hold |
50
| – | – | ﹤0.01% | 326 |
|
|
2018
Q1 | $4K | Hold |
50
| – | – | ﹤0.01% | 319 |
|
|
2017
Q4 | $4K | Hold |
50
| – | – | ﹤0.01% | 315 |
|
|
2017
Q3 | $4K | Hold |
50
| – | – | ﹤0.01% | 333 |
|
|
2017
Q2 | $4K | Hold |
50
| – | – | ﹤0.01% | 334 |
|
|
2017
Q1 | $3K | Hold |
50
| – | – | ﹤0.01% | 319 |
|
|
2016
Q4 | $3K | Buy |
+50
| New | +$3K | ﹤0.01% | 323 |
|