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Mascoma Wealth Management’s iShares ESG Advanced MSCI EM ETF EMXF Stock Holding History

Mascoma Wealth Management’s Portfolio EMXF Stock Details EMXF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-256
Closed -$8.89K – 520
2023
Q1 		$8.89K Hold
256
– – ﹤0.01% 419
2022
Q4 		$8.72K Hold
256
– – ﹤0.01% 425
2022
Q3 		$8K Hold
256
– – ﹤0.01% 428
2022
Q2 		$9K Hold
256
– – ﹤0.01% 431
2022
Q1 		$10K Buy
+256
New +$10.7K ﹤0.01% 435

Other funds holding EMXF

FDCDDQ
Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $27.8B AUM 31.66% 1-Year Est. Return
APW
Atlantic Private Wealth Chapel Hill, North Carolina $153M AUM 15.75% 1-Year Est. Return
WCFA
Walkner Condon Financial Advisors Madison, Wisconsin $759M AUM 18.75% 1-Year Est. Return
BFO
Biltmore Family Office Charlotte, North Carolina $716M AUM 21.09% 1-Year Est. Return
CAM
Crestone Asset Management Boulder, Colorado $497M AUM 19.81% 1-Year Est. Return
CGL
Clarius Group LLC Seattle, Washington $1.75B AUM 19.04% 1-Year Est. Return
VAF
Values Added Financial Washington, District of Columbia $238M AUM 16.99% 1-Year Est. Return
FCG
Financial Connections Group Corte Madera, California $288M AUM 15.87% 1-Year Est. Return
WFA
Wade Financial Advisory Campbell, California $292M AUM 5.04% 1-Year Est. Return
WI
WrapManager Inc Mill Valley, California $288M AUM 16.3% 1-Year Est. Return

Mascoma Wealth Management's EMXF Position: Q2 2023 in Review

Mascoma Wealth Management sold out of iShares ESG Advanced MSCI EM ETF (EMXF) in Q2 2023, closing a stake of 256 shares — an estimated $8.89K sold.

Mascoma Wealth Management first reported a position in EMXF in Q1 2022 and held it in 5 quarters. The position peaked at $10K in Q1 2022. 20 funds tracked by Wall St. Rank hold EMXF as of Q2 2023.

  • Mascoma Wealth Management reported no remaining iShares ESG Advanced MSCI EM ETF position as of Q2 2023 after selling out during the quarter.
  • Mascoma Wealth Management sold 256 iShares ESG Advanced MSCI EM ETF shares in Q2 2023, an estimated $8.89K.
  • Mascoma Wealth Management first reported a position in iShares ESG Advanced MSCI EM ETF in Q1 2022 and held it in 5 quarters.
  • Mascoma Wealth Management's iShares ESG Advanced MSCI EM ETF position peaked at $10K in Q1 2022.
  • 20 funds tracked by Wall St. Rank held iShares ESG Advanced MSCI EM ETF as of Q2 2023.

Based on Mascoma Wealth Management's 13F filing for Q2 2023, filed 9 Aug 2023.