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Mascoma Wealth Management’s iShares ESG Aware MSCI EAFE ETF ESGD Stock Holding History

Mascoma Wealth Management’s Portfolio ESGD Stock Details ESGD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$9.33M Buy
90,493
+11,796
+15% +$1.24M 1.7% 16
2026
Q2 		$8.09M Buy
78,697
+5,548
+8% +$564K 1.5% 17
2026
Q1 		$6.99M Buy
73,149
+5,493
+8% +$544K 1.45% 17
2025
Q4 		$6.43M Buy
67,656
+892
+1% +$84.1K 1.38% 17
2025
Q3 		$6.21M Buy
66,764
+1,697
+3% +$154K 1.37% 18
2025
Q2 		$5.81M Buy
65,067
+5,393
+9% +$460K 1.35% 18
2025
Q1 		$4.87M Sell
59,674
-13,843
-19% -$1.12M 1.21% 17
2024
Q4 		$5.6M Buy
73,517
+4,223
+6% +$336K 1.41% 17
2024
Q3 		$5.83M Buy
69,294
+10,150
+17% +$820K 1.45% 16
2024
Q2 		$4.66M Buy
59,144
+5,283
+10% +$420K 1.24% 16
2024
Q1 		$4.3M Buy
53,861
+510
+1% +$39.1K 1.22% 15
2023
Q4 		$4.03M Buy
53,351
+4,839
+10% +$343K 1.21% 16
2023
Q3 		$3.35M Buy
48,512
+1,600
+3% +$115K 1.05% 18
2023
Q2 		$3.41M Buy
46,912
+10,507
+29% +$766K 1.04% 18
2023
Q1 		$2.69M Sell
36,405
-34
-0.1% -$2.39K 0.79% 26
2022
Q4 		$2.4M Sell
36,439
-396
-1% -$24.9K 0.76% 28
2022
Q3 		$2.07M Buy
36,835
+1,511
+4% +$94.7K 0.72% 31
2022
Q2 		$2.22M Buy
35,324
+72
+0.2% +$4.91K 0.76% 30
2022
Q1 		$2.6M Buy
35,252
+12,786
+57% +$963K 0.83% 28
2021
Q4 		$1.78M Buy
22,466
+7,635
+51% +$608K 0.62% 36
2021
Q3 		$1.16M Buy
14,831
+870
+6% +$69.8K 0.45% 39
2021
Q2 		$1.1M Buy
13,961
+1,811
+15% +$144K 0.47% 39
2021
Q1 		$922K Buy
12,150
+4,115
+51% +$310K 0.4% 41
2020
Q4 		$587K Buy
+8,035
New +$549K 0.29% 44
2019
Q3 		$204K Buy
3,189
+573
+22% +$36.2K 0.13% 76
2019
Q2 		$168K Buy
2,616
+553
+27% +$35.3K 0.11% 84
2019
Q1 		$130K Hold
2,063
– – 0.09% 89
2018
Q4 		$118K Buy
2,063
+221
+12% +$13.4K 0.09% 92
2018
Q3 		$122K Buy
1,842
+1,620
+730% +$106K 0.08% 107
2018
Q2 		$14K Buy
+222
New +$15K 0.01% 251

Other funds holding ESGD

KB Prvo drustvo za upravuvanje so zadolzitelni i dobrovolni penziski fondovi AD Skopje
KB Prvo drustvo za upravuvanje so zadolzitelni i dobrovolni penziski fondovi AD Skopje Skopje $520M AUM
Mission Wealth Management
Mission Wealth Management Santa Barbara, California $6.32B AUM 20.97% 1-Year Est. Return
Bond & Devick Financial Network
Bond & Devick Financial Network St. Louis Park, Minnesota $414M AUM 11.64% 1-Year Est. Return
Eastern Bank
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Mather Group
Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return
Stanich Group
Stanich Group Montauk, New York $207M AUM 17.01% 1-Year Est. Return
Howland Capital Management
Howland Capital Management Boston, Massachusetts $2.86B AUM 15.15% 1-Year Est. Return
Windsor Capital Management
Windsor Capital Management Phoenix, Arizona $389M AUM 10.81% 1-Year Est. Return
FinArc Investments
FinArc Investments Norwood, Massachusetts $113M AUM 13.61% 1-Year Est. Return

Mascoma Wealth Management's ESGD Position: Q3 2026 in Review

Mascoma Wealth Management increased its iShares ESG Aware MSCI EAFE ETF (ESGD) stake by 15% in Q3 2026, buying an estimated $1.24M and bringing the position to 90,493 shares worth $9.33M. The position accounts for 1.7% of the portfolio, ranked #16.

Mascoma Wealth Management first reported a position in ESGD in Q2 2018 and has held it in 30 quarters since. 250 funds tracked by Wall St. Rank hold ESGD as of Q3 2026.

  • Mascoma Wealth Management held 90,493 shares of iShares ESG Aware MSCI EAFE ETF worth $9.33M as of Q3 2026.
  • Mascoma Wealth Management bought 11,796 iShares ESG Aware MSCI EAFE ETF shares in Q3 2026, an estimated $1.24M.
  • iShares ESG Aware MSCI EAFE ETF made up 1.7% of Mascoma Wealth Management's portfolio in Q3 2026, its #16 holding.
  • Mascoma Wealth Management first reported a position in iShares ESG Aware MSCI EAFE ETF in Q2 2018 and has held it in 30 quarters since.
  • 250 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EAFE ETF as of Q3 2026.

Based on Mascoma Wealth Management's 13F filing for Q3 2026, filed 23 Oct 2026.