Mascoma Wealth Management’s iShares MSCI EAFE Growth ETF EFG Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$64.6K	Hold	519	–	–	0.01%	167
2026 Q1	$57.8K	Hold	519	–	–	0.01%	175
2025 Q4	$59.1K	Hold	519	–	–	0.01%	171
2025 Q3	$59.1K	Hold	519	–	–	0.01%	181
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%	-$25.4K	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%	+$27.3K	0.02%	157
2023 Q2	$44.4K	Sell	473 -239	-34%	-$22.7K	0.01%	200
2023 Q1	$68.2K	Sell	712 -48	-6%	-$4.32K	0.02%	205
2022 Q4	$63.7K	Hold	760	–	–	0.02%	205
2022 Q3	$55K	Buy	760 +48	+7%	+$3.92K	0.02%	217
2022 Q2	$57K	Buy	712 +662	+1,324%	+$57.5K	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	+$5.5K	﹤0.01%	382
2021 Q2	–	Sell	-50	Closed	-$5K	–	206
2021 Q1	$5K	Buy	+50	New	+$5.08K	﹤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	+$3.23K	﹤0.01%	323

Other funds holding EFG

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

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

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

NAMI

Nomura Asset Management International Philadelphia, Pennsylvania $66.6B AUM

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

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

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

Mascoma Wealth Management held its iShares MSCI EAFE Growth ETF (EFG) position steady in Q2 2026 at 519 shares worth $64.6K. The position accounts for 0.01% of the portfolio, ranked #167.

Mascoma Wealth Management first reported a position in EFG in Q4 2016 and has held it in 32 quarters since. The position peaked at $82.8K in Q3 2024. 1,056 funds tracked by Wall St. Rank hold EFG as of Q2 2026.

Mascoma Wealth Management held 519 shares of iShares MSCI EAFE Growth ETF worth $64.6K as of Q2 2026.
Mascoma Wealth Management left its iShares MSCI EAFE Growth ETF share count unchanged in Q2 2026.
iShares MSCI EAFE Growth ETF made up 0.01% of Mascoma Wealth Management's portfolio in Q2 2026, its #167 holding.
Mascoma Wealth Management first reported a position in iShares MSCI EAFE Growth ETF in Q4 2016 and has held it in 32 quarters since.
Mascoma Wealth Management's iShares MSCI EAFE Growth ETF position peaked at $82.8K in Q3 2024.
1,056 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q2 2026.

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