Mascoma Wealth Management’s iShares ESG Aware MSCI USA ETF ESGU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $4.63M | Buy |
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|
2025
Q2 | $4.22M | Buy |
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|
2025
Q1 | $3.5M | Buy |
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|
2024
Q4 | $266K | Sell |
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|
2024
Q3 | $564K | Hold |
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|
2024
Q2 | $533K | Sell |
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|
2024
Q1 | $527K | Hold |
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|
2023
Q4 | $481K | Sell |
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|
2023
Q3 | $432K | Hold |
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|
2023
Q2 | $454K | Sell |
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|
2023
Q1 | $466K | Hold |
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|
2022
Q4 | $432K | Buy |
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|
2022
Q3 | $297K | Buy |
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|
2022
Q2 | $304K | Buy |
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|
2022
Q1 | $116K | Buy |
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|
2021
Q4 | $27K | Buy |
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|
2021
Q3 | $24K | Buy |
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|
2021
Q2 | – | Sell |
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|
2021
Q1 | $22K | Buy |
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