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

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

Other funds holding EFV

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Mascoma Wealth Management's EFV Position: Q1 2025 in Review

Mascoma Wealth Management sold out of iShares MSCI EAFE Value ETF (EFV) in Q1 2025, closing a stake of 52 shares — an estimated $2.73K sold.

Mascoma Wealth Management first reported a position in EFV in Q2 2017 and held it in 17 quarters. The position peaked at $26.3K in Q4 2023. 1,014 funds tracked by Wall St. Rank hold EFV as of Q1 2025.

  • Mascoma Wealth Management reported no remaining iShares MSCI EAFE Value ETF position as of Q1 2025 after selling out during the quarter.
  • Mascoma Wealth Management sold 52 iShares MSCI EAFE Value ETF shares in Q1 2025, an estimated $2.73K.
  • Mascoma Wealth Management first reported a position in iShares MSCI EAFE Value ETF in Q2 2017 and held it in 17 quarters.
  • Mascoma Wealth Management's iShares MSCI EAFE Value ETF position peaked at $26.3K in Q4 2023.
  • 1,014 funds tracked by Wall St. Rank held iShares MSCI EAFE Value ETF as of Q1 2025.

Based on Mascoma Wealth Management's 13F filing for Q1 2025, filed 24 Apr 2025.