Mascoma Wealth Management’s iShares ESG Aware MSCI EAFE ETF ESGD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.81M | Buy |
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|
2025
Q1 | $4.87M | Sell |
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|
2024
Q4 | $5.6M | Buy |
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|
2024
Q3 | $5.83M | Buy |
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|
2024
Q2 | $4.66M | Buy |
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|
2024
Q1 | $4.3M | Buy |
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|
2023
Q4 | $4.03M | Buy |
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|
2023
Q3 | $3.35M | Buy |
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|
2023
Q2 | $3.41M | Buy |
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|
2023
Q1 | $2.69M | Sell |
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|
2022
Q4 | $2.4M | Sell |
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|
2022
Q3 | $2.07M | Buy |
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|
2022
Q2 | $2.22M | Buy |
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|
2022
Q1 | $2.6M | Buy |
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|
2021
Q4 | $1.78M | Buy |
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|
2021
Q3 | $1.16M | Buy |
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|
2021
Q2 | $1.1M | Buy |
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|
2021
Q1 | $922K | Buy |
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|
2020
Q4 | $587K | Buy |
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|
2019
Q3 | $204K | Buy |
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|
2019
Q2 | $168K | Buy |
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|
2019
Q1 | $130K | Hold |
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|
2018
Q4 | $118K | Buy |
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|
2018
Q3 | $122K | Buy |
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|
2018
Q2 | $14K | Buy |
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