Mascoma Wealth Management’s iShares Core MSCI Emerging Markets ETF IEMG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $36.6K | Hold |
610
| – | – | 0.01% | 216 |
|
|
2025
Q1 | $32.9K | Sell |
610
-718
| -54% | -$38.8K | 0.01% | 220 |
|
|
2024
Q4 | $69.3K | Hold |
1,328
| – | – | 0.02% | 171 |
|
|
2024
Q3 | $76.2K | Hold |
1,328
| – | – | 0.02% | 161 |
|
|
2024
Q2 | $71.1K | Sell |
1,328
-180
| -12% | -$9.64K | 0.02% | 159 |
|
|
2024
Q1 | $77.8K | Sell |
1,508
-921
| -38% | -$47.5K | 0.02% | 147 |
|
|
2023
Q4 | $123K | Buy |
2,429
+444
| +22% | +$22.5K | 0.04% | 123 |
|
|
2023
Q3 | $94.5K | Sell |
1,985
-316
| -14% | -$15K | 0.03% | 140 |
|
|
2023
Q2 | $115K | Sell |
2,301
-822
| -26% | -$41K | 0.04% | 129 |
|
|
2023
Q1 | $152K | Buy |
3,123
+1,098
| +54% | +$53.3K | 0.04% | 133 |
|
|
2022
Q4 | $94.6K | Buy |
2,025
+622
| +44% | +$29K | 0.03% | 167 |
|
|
2022
Q3 | $60K | Sell |
1,403
-51
| -4% | -$2.18K | 0.02% | 208 |
|
|
2022
Q2 | $71K | Sell |
1,454
-1,437
| -50% | -$70.2K | 0.02% | 213 |
|
|
2022
Q1 | $161K | Sell |
2,891
-152
| -5% | -$8.47K | 0.05% | 137 |
|
|
2021
Q4 | $182K | Sell |
3,043
-558
| -15% | -$33.4K | 0.06% | 113 |
|
|
2021
Q3 | $222K | Sell |
3,601
-1,265
| -26% | -$78K | 0.09% | 100 |
|
|
2021
Q2 | $326K | Sell |
4,866
-3,294
| -40% | -$221K | 0.14% | 86 |
|
|
2021
Q1 | $525K | Sell |
8,160
-362
| -4% | -$23.3K | 0.23% | 56 |
|
|
2020
Q4 | $529K | Buy |
+8,522
| New | +$529K | 0.26% | 51 |
|
|
2019
Q3 | $3.95M | Buy |
80,619
+3,418
| +4% | +$168K | 2.49% | 9 |
|
|
2019
Q2 | $3.97M | Buy |
77,201
+27,658
| +56% | +$1.42M | 2.49% | 8 |
|
|
2019
Q1 | $2.56M | Buy |
49,543
+2,100
| +4% | +$109K | 1.72% | 12 |
|
|
2018
Q4 | $2.24M | Buy |
47,443
+453
| +1% | +$21.4K | 1.71% | 13 |
|
|
2018
Q3 | $2.43M | Sell |
46,990
-1,028
| -2% | -$53.2K | 1.61% | 12 |
|
|
2018
Q2 | $2.52M | Sell |
48,018
-14,427
| -23% | -$757K | 1.77% | 15 |
|
|
2018
Q1 | $3.65M | Buy |
62,445
+3,864
| +7% | +$226K | 2.4% | 12 |
|
|
2017
Q4 | $3.47M | Buy |
58,581
+22,150
| +61% | +$1.31M | 2.14% | 16 |
|
|
2017
Q3 | $1.97M | Sell |
36,431
-9,535
| -21% | -$515K | 1.31% | 19 |
|
|
2017
Q2 | $2.3M | Buy |
45,966
+16,350
| +55% | +$818K | 1.55% | 15 |
|
|
2017
Q1 | $1.42M | Buy |
+29,616
| New | +$1.42M | 1.01% | 20 |
|