MWM
PICK icon

Mascoma Wealth Management’s iShares MSCI Global Metals & Mining Producers ETF PICK Stock Holding History

Mascoma Wealth Management’s Portfolio PICK Stock Details PICK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-2,180
Closed -$89.9K – 630
2023
Q1 		$89.9K Hold
2,180
– – 0.03% 174
2022
Q4 		$89.4K Buy
2,180
+55
+3% +$2.15K 0.03% 172
2022
Q3 		$72K Hold
2,125
– – 0.02% 198
2022
Q2 		$76K Buy
2,125
+90
+4% +$4.01K 0.03% 201
2022
Q1 		$104K Buy
2,035
+3
+0.1% +$140 0.03% 178
2021
Q4 		$87K Buy
2,032
+7
+0.3% +$294 0.03% 175
2021
Q3 		$83K Buy
+2,025
New +$91K 0.03% 170
2021
Q2 		– Sell
-1,996
Closed -$84K – 354
2021
Q1 		$84K Buy
+1,996
New +$81.4K 0.04% 167

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PF
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MERSOM
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Wellington Management Group
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Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Jane Street
Jane Street New York $93.1B AUM 61.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
G
GenTrust Miami, Florida $2.34B AUM 18.43% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return