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

Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $32.7B AUM 35.71% 1-Year Est. Return

Atlantic Private Wealth Chapel Hill, North Carolina $169M AUM 13.26% 1-Year Est. Return

Walkner Condon Financial Advisors Madison, Wisconsin $911M AUM 13.83% 1-Year Est. Return

Biltmore Family Office Charlotte, North Carolina $752M AUM 22.25% 1-Year Est. Return

Crestone Asset Management Boulder, Colorado $497M AUM 19.81% 1-Year Est. Return

Clarius Group LLC Seattle, Washington $1.75B AUM 19.04% 1-Year Est. Return

Values Added Financial Washington, District of Columbia $282M AUM 15.49% 1-Year Est. Return

Financial Connections Group Corte Madera, California $288M AUM 15.87% 1-Year Est. Return

WFA

Wade Financial Advisory Campbell, California $292M AUM 5.03% 1-Year Est. Return

WrapManager Inc Mill Valley, California $329M AUM 14.33% 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.