MWM
Mascoma Wealth Management’s iShares Core MSCI International Developed Markets ETF IDEV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $384K | Hold |
5,044
| – | – | 0.09% | 64 |
|
|
2025
Q1 | $347K | Buy |
5,044
+172
| +4% | +$11.8K | 0.09% | 67 |
|
|
2024
Q4 | $314K | Sell |
4,872
-2,606
| -35% | -$168K | 0.08% | 73 |
|
|
2024
Q3 | $530K | Sell |
7,478
-24
| -0.3% | -$1.7K | 0.13% | 52 |
|
|
2024
Q2 | $492K | Hold |
7,502
| – | – | 0.13% | 56 |
|
|
2024
Q1 | $504K | Sell |
7,502
-20
| -0.3% | -$1.34K | 0.14% | 54 |
|
|
2023
Q4 | $479K | Hold |
7,522
| – | – | 0.14% | 56 |
|
|
2023
Q3 | $438K | Sell |
7,522
-3,766
| -33% | -$219K | 0.14% | 64 |
|
|
2023
Q2 | $690K | Buy |
11,288
+937
| +9% | +$57.3K | 0.21% | 50 |
|
|
2023
Q1 | $643K | Buy |
10,351
+7,111
| +219% | +$442K | 0.19% | 55 |
|
|
2022
Q4 | $181K | Sell |
3,240
-735
| -18% | -$41.1K | 0.06% | 118 |
|
|
2022
Q3 | $192K | Buy |
3,975
+45
| +1% | +$2.17K | 0.07% | 113 |
|
|
2022
Q2 | $211K | Buy |
3,930
+2,435
| +163% | +$131K | 0.07% | 108 |
|
|
2022
Q1 | $95K | Buy |
1,495
+520
| +53% | +$33K | 0.03% | 190 |
|
|
2021
Q4 | $66K | Buy |
+975
| New | +$66K | 0.02% | 196 |
|