Mascoma Wealth Management’s iShares ESG Aware MSCI USA Small-Cap ETF ESML Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$998K Sell
2025
Q1
$1.04M Sell
2024
Q4
$1.18M Sell
2024
Q3
$1.19M Buy
2024
Q2
$980K Sell
2024
Q1
$1.23M Sell
2023
Q4
$1.42M Sell
2023
Q3
$1.58M Sell
2023
Q2
$1.86M Sell
2023
Q1
$1.8M Buy
2022
Q4
$1.75M Sell
2022
Q3
$1.68M Buy
2022
Q2
$1.69M Buy
2022
Q1
$2.04M Buy
2021
Q4
$2.06M Buy
2021
Q3
$1.91M Buy
2021
Q2
$1.91M Buy
2021
Q1
$1.64M Buy
2020
Q4
$370K Buy
2019
Q3
Sell
2019
Q2
$75K Buy