Mascoma Wealth Management’s iShares Core MSCI EAFE ETF IEFA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $229K | Hold |
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|
2025
Q2 | $219K | Buy |
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|
2025
Q1 | $198K | Buy |
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|
2024
Q4 | $180K | Hold |
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|
2024
Q3 | $200K | Buy |
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|
2024
Q2 | $179K | Hold |
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|
2024
Q1 | $183K | Sell |
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|
2023
Q4 | $328K | Buy |
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|
2023
Q3 | $183K | Hold |
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|
2023
Q2 | $192K | Sell |
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|
2023
Q1 | $198K | Buy |
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|
2022
Q4 | $59.6K | Hold |
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|
2022
Q3 | $51K | Sell |
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|
2022
Q2 | $69K | Sell |
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|
2022
Q1 | $112K | Buy |
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|
2021
Q4 | $70K | Buy |
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|
2021
Q3 | $25K | Buy |
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|
2021
Q2 | – | Sell |
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|
2021
Q1 | $24K | Buy |
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|
2019
Q3 | – | Sell |
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|
2019
Q2 | $3K | Hold |
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|
2019
Q1 | $2K | Buy |
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|
2018
Q3 | – | Sell |
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|
2018
Q2 | $3.02M | Sell |
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|
2018
Q1 | $6.29M | Buy |
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|
2017
Q4 | $6.21M | Buy |
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|
2017
Q3 | $2.69M | Buy |
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|
2017
Q2 | $1.1M | Buy |
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|
2017
Q1 | $932K | Buy |
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