Mascoma Wealth Management’s iShares Core MSCI International Developed Markets ETF IDEV Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$397K	Sell	4,464 -580	-11%	-$51.4K	0.07%	64
2026 Q1	$422K	Hold	5,044	–	–	0.09%	62
2025 Q4	$416K	Hold	5,044	–	–	0.09%	60
2025 Q3	$404K	Hold	5,044	–	–	0.09%	62
2025 Q2	$384K	Hold	5,044	–	–	0.09%	64
2025 Q1	$347K	Buy	5,044 +172	+4%	+$11.7K	0.09%	67
2024 Q4	$314K	Sell	4,872 -2,606	-35%	-$176K	0.08%	73
2024 Q3	$530K	Sell	7,478 -24	-0.3%	-$1.63K	0.13%	52
2024 Q2	$492K	Hold	7,502	–	–	0.13%	56
2024 Q1	$504K	Sell	7,502 -20	-0.3%	-$1.29K	0.14%	54
2023 Q4	$479K	Hold	7,522	–	–	0.14%	56
2023 Q3	$438K	Sell	7,522 -3,766	-33%	-$228K	0.14%	64
2023 Q2	$690K	Buy	11,288 +937	+9%	+$57.4K	0.21%	50
2023 Q1	$643K	Buy	10,351 +7,111	+219%	+$423K	0.19%	55
2022 Q4	$181K	Sell	3,240 -735	-18%	-$39.5K	0.06%	118
2022 Q3	$192K	Buy	3,975 +45	+1%	+$2.42K	0.07%	113
2022 Q2	$211K	Buy	3,930 +2,435	+163%	+$143K	0.07%	108
2022 Q1	$95K	Buy	1,495 +520	+53%	+$33.5K	0.03%	190
2021 Q4	$66K	Buy	+975	New	+$66.3K	0.02%	196

Other funds holding IDEV

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

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

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

BOK

Bank of Korea Seoul, South Korea $3.89B AUM

Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return

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

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

Mascoma Wealth Management reduced its iShares Core MSCI International Developed Markets ETF (IDEV) stake by 11% in Q2 2026, selling an estimated $51.4K and leaving 4,464 shares worth $397K. The position accounts for 0.07% of the portfolio, ranked #64.

Mascoma Wealth Management first reported a position in IDEV in Q4 2021 and has held it in 19 quarters since. The position peaked at $690K in Q2 2023. 738 funds tracked by Wall St. Rank hold IDEV as of Q2 2026.

Mascoma Wealth Management held 4,464 shares of iShares Core MSCI International Developed Markets ETF worth $397K as of Q2 2026.
Mascoma Wealth Management sold 580 iShares Core MSCI International Developed Markets ETF shares in Q2 2026, an estimated $51.4K.
iShares Core MSCI International Developed Markets ETF made up 0.07% of Mascoma Wealth Management's portfolio in Q2 2026, its #64 holding.
Mascoma Wealth Management first reported a position in iShares Core MSCI International Developed Markets ETF in Q4 2021 and has held it in 19 quarters since.
Mascoma Wealth Management's iShares Core MSCI International Developed Markets ETF position peaked at $690K in Q2 2023.
738 funds tracked by Wall St. Rank held iShares Core MSCI International Developed Markets ETF as of Q2 2026.

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