Mascoma Wealth Management’s KraneShares European Carbon Allowance Strategy ETF KEUA Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q1	–	Sell	-170	Closed	-$5.16K	–	614
2022 Q4	$5.16K	Hold	170	–	–	﹤0.01%	486
2022 Q3	$4K	Hold	170	–	–	﹤0.01%	505
2022 Q2	$6K	Buy	+170	New	+$5.2K	﹤0.01%	482

Other funds holding KEUA

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

National Bank of Canada Montreal, Quebec, Canada $112B AUM 31.26% 1-Year Est. Return

FTUS

Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return

Trek Financial Scottsdale, Arizona $1.88B AUM 41.21% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Lindbrook Capital Calabasas, California $1.08B AUM 10.14% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Mascoma Wealth Management's KEUA Position: Q1 2023 in Review

Mascoma Wealth Management sold out of KraneShares European Carbon Allowance Strategy ETF (KEUA) in Q1 2023, closing a stake of 170 shares — an estimated $5.16K sold.

Mascoma Wealth Management first reported a position in KEUA in Q2 2022 and held it in 3 quarters. The position peaked at $6K in Q2 2022. 16 funds tracked by Wall St. Rank hold KEUA as of Q1 2023.

Mascoma Wealth Management reported no remaining KraneShares European Carbon Allowance Strategy ETF position as of Q1 2023 after selling out during the quarter.
Mascoma Wealth Management sold 170 KraneShares European Carbon Allowance Strategy ETF shares in Q1 2023, an estimated $5.16K.
Mascoma Wealth Management first reported a position in KraneShares European Carbon Allowance Strategy ETF in Q2 2022 and held it in 3 quarters.
Mascoma Wealth Management's KraneShares European Carbon Allowance Strategy ETF position peaked at $6K in Q2 2022.
16 funds tracked by Wall St. Rank held KraneShares European Carbon Allowance Strategy ETF as of Q1 2023.

Based on Mascoma Wealth Management's 13F filing for Q1 2023, filed 1 May 2023.