Mascoma Wealth Management’s iShares ESG Aware MSCI EM ETF ESGE Stock Holding History

Mascoma Wealth Management’s Portfolio ESGE Stock Details ESGE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.13M	Buy	20,620 +2,048	+11%	+$107K	0.21%	43
2026 Q1	$844K	Sell	18,572 -2,157	-10%	-$102K	0.17%	45
2025 Q4	$916K	Sell	20,729 -1,231	-6%	-$54.3K	0.2%	43
2025 Q3	$954K	Buy	21,960 +4,035	+23%	+$165K	0.21%	42
2025 Q2	$702K	Sell	17,925 -3,580	-17%	-$130K	0.16%	42
2025 Q1	$752K	Sell	21,505 -2,292	-10%	-$79.8K	0.19%	40
2024 Q4	$795K	Sell	23,797 -1,269	-5%	-$44.8K	0.2%	38
2024 Q3	$913K	Buy	25,066 +5,564	+29%	+$190K	0.23%	36
2024 Q2	$654K	Buy	19,502 +1,050	+6%	+$34.6K	0.17%	46
2024 Q1	$595K	Buy	18,452 +750	+4%	+$23.6K	0.17%	45
2023 Q4	$568K	Sell	17,702 -77	-0.4%	-$2.38K	0.17%	51
2023 Q3	$538K	Buy	17,779 +840	+5%	+$26.6K	0.17%	53
2023 Q2	$543K	Buy	16,939 +88	+0.5%	+$2.76K	0.17%	53
2023 Q1	$524K	Buy	16,851 +637	+4%	+$20.2K	0.15%	63
2022 Q4	$488K	Sell	16,214 -161	-1%	-$4.72K	0.15%	66
2022 Q3	$453K	Buy	16,375 +319	+2%	+$9.95K	0.16%	71
2022 Q2	$519K	Buy	16,056 +2,532	+19%	+$85.9K	0.18%	66
2022 Q1	$497K	Buy	13,524 +4,234	+46%	+$163K	0.16%	72
2021 Q4	$369K	Buy	9,290 +773	+9%	+$31.9K	0.13%	77
2021 Q3	$353K	Buy	8,517 +151	+2%	+$6.45K	0.14%	77
2021 Q2	$378K	Buy	8,366 +1,024	+14%	+$45.3K	0.16%	73
2021 Q1	$318K	Buy	+7,342	New	+$327K	0.14%	82
2019 Q3	–	Sell	-2,296	Closed	-$78K	–	161
2019 Q2	$78K	Buy	2,296 +427	+23%	+$14.4K	0.05%	131
2019 Q1	$64K	Hold	1,869	–	–	0.04%	132
2018 Q4	$57K	Buy	1,869 +719	+63%	+$22.6K	0.04%	133
2018 Q3	$38K	Buy	1,150 +1,076	+1,454%	+$36.2K	0.03%	180
2018 Q2	$2K	Buy	+74	New	+$2.67K	﹤0.01%	362

Other funds holding ESGE

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return

WIT LLC District Of Columbia, District of Columbia $6.26B AUM 22.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

TWIM

TIAA Wealth Investment Management New York $15B AUM

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Mascoma Wealth Management's ESGE Position: Q2 2026 in Review

Mascoma Wealth Management increased its iShares ESG Aware MSCI EM ETF (ESGE) stake by 11% in Q2 2026, buying an estimated $107K and bringing the position to 20,620 shares worth $1.13M. The position accounts for 0.21% of the portfolio, ranked #43.

Mascoma Wealth Management first reported a position in ESGE in Q2 2018 and has held it in 27 quarters since. 633 funds tracked by Wall St. Rank hold ESGE as of Q2 2026.

Mascoma Wealth Management held 20,620 shares of iShares ESG Aware MSCI EM ETF worth $1.13M as of Q2 2026.
Mascoma Wealth Management bought 2,048 iShares ESG Aware MSCI EM ETF shares in Q2 2026, an estimated $107K.
iShares ESG Aware MSCI EM ETF made up 0.21% of Mascoma Wealth Management's portfolio in Q2 2026, its #43 holding.
Mascoma Wealth Management first reported a position in iShares ESG Aware MSCI EM ETF in Q2 2018 and has held it in 27 quarters since.
633 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EM ETF as of Q2 2026.

Based on Mascoma Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.