Mascoma Wealth Management’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$254K	Sell	2,632 -2,690	-51%	-$258K	0.05%	82
2026 Q1	$482K	Buy	5,322 +2,687	+102%	+$251K	0.1%	58
2025 Q4	$236K	Buy	2,635 +10	+0.4%	+$884	0.05%	81
2025 Q3	$229K	Hold	2,625	–	–	0.05%	89
2025 Q2	$219K	Buy	2,625 +10	+0.4%	+$794	0.05%	88
2025 Q1	$198K	Buy	2,615 +48	+2%	+$3.59K	0.05%	95
2024 Q4	$180K	Hold	2,567	–	–	0.05%	99
2024 Q3	$200K	Buy	2,567 +102	+4%	+$7.63K	0.05%	95
2024 Q2	$179K	Hold	2,465	–	–	0.05%	97
2024 Q1	$183K	Sell	2,465 -2,199	-47%	-$157K	0.05%	100
2023 Q4	$328K	Buy	4,664 +1,821	+64%	+$120K	0.1%	74
2023 Q3	$183K	Hold	2,843	–	–	0.06%	107
2023 Q2	$192K	Sell	2,843 -41	-1%	-$2.78K	0.06%	107
2023 Q1	$198K	Buy	2,884 +1,917	+198%	+$126K	0.06%	124
2022 Q4	$59.6K	Hold	967	–	–	0.02%	211
2022 Q3	$51K	Sell	967 -198	-17%	-$11.6K	0.02%	224
2022 Q2	$69K	Sell	1,165 -450	-28%	-$28.9K	0.02%	214
2022 Q1	$112K	Buy	1,615 +672	+71%	+$47.5K	0.04%	171
2021 Q4	$70K	Buy	943 +609	+182%	+$45.8K	0.02%	191
2021 Q3	$25K	Buy	+334	New	+$25.4K	0.01%	267
2021 Q2	–	Sell	-334	Closed	-$24K	–	267
2021 Q1	$24K	Buy	+334	New	+$23.9K	0.01%	277
2019 Q3	–	Sell	-41	Closed	-$3K	–	208
2019 Q2	$3K	Hold	41	–	–	﹤0.01%	323
2019 Q1	$2K	Buy	+41	New	+$2.42K	﹤0.01%	353
2018 Q3	–	Sell	-47,694	Closed	-$3.02M	–	400
2018 Q2	$3.02M	Sell	47,694 -47,831	-50%	-$3.17M	2.13%	12
2018 Q1	$6.29M	Buy	95,525 +4,545	+5%	+$305K	4.15%	8
2017 Q4	$6.21M	Buy	90,980 +49,118	+117%	+$3.2M	3.83%	6
2017 Q3	$2.69M	Buy	41,862 +23,809	+132%	+$1.49M	1.79%	16
2017 Q2	$1.1M	Buy	18,053 +1,965	+12%	+$119K	0.74%	23
2017 Q1	$932K	Buy	+16,088	New	+$904K	0.67%	24

Other funds holding IEFA

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

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

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

Mascoma Wealth Management reduced its iShares Core MSCI EAFE ETF (IEFA) stake by 51% in Q2 2026, selling an estimated $258K and leaving 2,632 shares worth $254K. The position accounts for 0.05% of the portfolio, ranked #82.

Mascoma Wealth Management first reported a position in IEFA in Q1 2017 and has held it in 29 quarters since. The position peaked at $6.29M in Q1 2018. 2,448 funds tracked by Wall St. Rank hold IEFA as of Q2 2026.

Mascoma Wealth Management held 2,632 shares of iShares Core MSCI EAFE ETF worth $254K as of Q2 2026.
Mascoma Wealth Management sold 2,690 iShares Core MSCI EAFE ETF shares in Q2 2026, an estimated $258K.
iShares Core MSCI EAFE ETF made up 0.05% of Mascoma Wealth Management's portfolio in Q2 2026, its #82 holding.
Mascoma Wealth Management first reported a position in iShares Core MSCI EAFE ETF in Q1 2017 and has held it in 29 quarters since.
Mascoma Wealth Management's iShares Core MSCI EAFE ETF position peaked at $6.29M in Q1 2018.
2,448 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q2 2026.

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