Mascoma Wealth Management’s iShares Emerging Markets Equity Factor ETF EMGF Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q3	–	Sell	-2,991	Closed	-$138K	–	398
2018 Q2	$138K	Buy	2,991 +1,141	+62%	+$56.5K	0.1%	90
2018 Q1	$95K	Buy	1,850 +90	+5%	+$4.63K	0.06%	118
2017 Q4	$90K	Buy	+1,760	New	+$85K	0.06%	117

Other funds holding EMGF

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

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

Meridian Management Little Rock, Arkansas $446M AUM 21.49% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

HCA

Heck Capital Advisors Rhinelander, Wisconsin $1.67B AUM 26.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

WealthTrust Fairport Cleveland, Ohio $1.06B AUM 3.47% 1-Year Est. Return

LWS

Lucia Wealth Services San Diego, California $426M AUM 19.43% 1-Year Est. Return

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

RPTC Inc Jackson, Wyoming $594M AUM 9.89% 1-Year Est. Return

Mascoma Wealth Management's EMGF Position: Q3 2018 in Review

Mascoma Wealth Management sold out of iShares Emerging Markets Equity Factor ETF (EMGF) in Q3 2018, closing a stake of 2,991 shares — an estimated $138K sold.

Mascoma Wealth Management first reported a position in EMGF in Q4 2017 and held it in 3 quarters. The position peaked at $138K in Q2 2018. 50 funds tracked by Wall St. Rank hold EMGF as of Q3 2018.

Mascoma Wealth Management reported no remaining iShares Emerging Markets Equity Factor ETF position as of Q3 2018 after selling out during the quarter.
Mascoma Wealth Management sold 2,991 iShares Emerging Markets Equity Factor ETF shares in Q3 2018, an estimated $138K.
Mascoma Wealth Management first reported a position in iShares Emerging Markets Equity Factor ETF in Q4 2017 and held it in 3 quarters.
Mascoma Wealth Management's iShares Emerging Markets Equity Factor ETF position peaked at $138K in Q2 2018.
50 funds tracked by Wall St. Rank held iShares Emerging Markets Equity Factor ETF as of Q3 2018.

Based on Mascoma Wealth Management's 13F filing for Q3 2018, filed 8 Nov 2018.