MWM
Mascoma Wealth Management’s iShares MSCI EAFE Value ETF EFV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | 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% | -$19.1K | ﹤0.01% | 447 |
|
|
2024
Q1 | $22.5K | Sell |
413
-91
| -18% | -$4.95K | 0.01% | 250 |
|
|
2023
Q4 | $26.3K | Buy |
504
+91
| +22% | +$4.74K | 0.01% | 243 |
|
|
2023
Q3 | $20.2K | Hold |
413
| – | – | 0.01% | 273 |
|
|
2023
Q2 | $20.5K | Sell |
413
-14
| -3% | -$695 | 0.01% | 268 |
|
|
2023
Q1 | $21.4K | Buy |
427
+283
| +197% | +$14.2K | 0.01% | 331 |
|
|
2022
Q4 | $6.61K | Hold |
144
| – | – | ﹤0.01% | 454 |
|
|
2022
Q3 | $6K | Buy |
144
+92
| +177% | +$3.83K | ﹤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 | +$3K | ﹤0.01% | 408 |
|
|
2021
Q2 | – | Sell |
-52
| Closed | -$3K | – | 207 |
|
|
2021
Q1 | $3K | Buy |
+52
| New | +$3K | ﹤0.01% | 405 |
|
|
2017
Q4 | – | Sell |
-2
| Closed | – | – | 382 |
|
|
2017
Q3 | $0 | Hold |
2
| – | – | ﹤0.01% | 404 |
|
|
2017
Q2 | $0 | Buy |
+2
| New | – | ﹤0.01% | 420 |
|