Mascoma Wealth Management’s iShares ESG Aware MSCI EM ETF ESGE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $954K | Buy |
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|
2025
Q2 | $702K | Sell |
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|
2025
Q1 | $752K | Sell |
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|
2024
Q4 | $795K | Sell |
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|
2024
Q3 | $913K | Buy |
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|
2024
Q2 | $654K | Buy |
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|
2024
Q1 | $595K | Buy |
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|
2023
Q4 | $568K | Sell |
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|
2023
Q3 | $538K | Buy |
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|
2023
Q2 | $543K | Buy |
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|
2023
Q1 | $524K | Buy |
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|
2022
Q4 | $488K | Sell |
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|
2022
Q3 | $453K | Buy |
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|
2022
Q2 | $519K | Buy |
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|
2022
Q1 | $497K | Buy |
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|
2021
Q4 | $369K | Buy |
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|
2021
Q3 | $353K | Buy |
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|
2021
Q2 | $378K | Buy |
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|
2021
Q1 | $318K | Buy |
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|
2019
Q3 | – | Sell |
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|
2019
Q2 | $78K | Buy |
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|
2019
Q1 | $64K | Hold |
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|
2018
Q4 | $57K | Buy |
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|
2018
Q3 | $38K | Buy |
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|
2018
Q2 | $2K | Buy |
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