Mascoma Wealth Management’s iShares MSCI EAFE Value ETF EFV Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-52	Closed	-$2.73K	–	510
2024 Q4	$2.73K	Hold	52	–	–	﹤0.01%	454
2024 Q3	$2.99K	Hold	52	–	–	﹤0.01%	419
2024 Q2	$2.76K	Sell	52 -361	-87%	-$19.6K	﹤0.01%	447
2024 Q1	$22.5K	Sell	413 -91	-18%	-$4.75K	0.01%	250
2023 Q4	$26.3K	Buy	504 +91	+22%	+$4.5K	0.01%	243
2023 Q3	$20.2K	Hold	413	–	–	0.01%	273
2023 Q2	$20.5K	Sell	413 -14	-3%	-$689	0.01%	268
2023 Q1	$21.4K	Buy	427 +283	+197%	+$13.7K	0.01%	331
2022 Q4	$6.61K	Hold	144	–	–	﹤0.01%	454
2022 Q3	$6K	Buy	144 +92	+177%	+$3.92K	﹤0.01%	454
2022 Q2	$2K	Hold	52	–	–	﹤0.01%	564
2022 Q1	$3K	Hold	52	–	–	﹤0.01%	537
2021 Q4	$3K	Hold	52	–	–	﹤0.01%	479
2021 Q3	$3K	Buy	+52	New	+$2.69K	﹤0.01%	408
2021 Q2	–	Sell	-52	Closed	-$3K	–	207
2021 Q1	$3K	Buy	+52	New	+$2.59K	﹤0.01%	405
2017 Q4	–	Sell	-2	Closed	–	–	382
2017 Q3	$0	Hold	2	–	–	﹤0.01%	404
2017 Q2	$0	Buy	+2	New	+$103	﹤0.01%	419