MWM
Mascoma Wealth Management’s iShares MSCI Global Sustainable Development Goals ETF SDG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-237
| Closed | -$17.2K | – | 497 |
|
|
2025
Q1 | $17.2K | Hold |
237
| – | – | ﹤0.01% | 276 |
|
|
2024
Q4 | $17K | Hold |
237
| – | – | ﹤0.01% | 288 |
|
|
2024
Q3 | $20.1K | Hold |
237
| – | – | 0.01% | 264 |
|
|
2024
Q2 | $17.8K | Hold |
237
| – | – | ﹤0.01% | 280 |
|
|
2024
Q1 | $18.7K | Sell |
237
-89
| -27% | -$7.01K | 0.01% | 266 |
|
|
2023
Q4 | $26.4K | Hold |
326
| – | – | 0.01% | 242 |
|
|
2023
Q3 | $24.3K | Hold |
326
| – | – | 0.01% | 255 |
|
|
2023
Q2 | $26.2K | Sell |
326
-614
| -65% | -$49.3K | 0.01% | 245 |
|
|
2023
Q1 | $75.7K | Hold |
940
| – | – | 0.02% | 195 |
|
|
2022
Q4 | $74.2K | Hold |
940
| – | – | 0.02% | 192 |
|
|
2022
Q3 | $67K | Hold |
940
| – | – | 0.02% | 203 |
|
|
2022
Q2 | $75K | Hold |
940
| – | – | 0.03% | 206 |
|
|
2022
Q1 | $80K | Buy |
940
+703
| +297% | +$59.8K | 0.03% | 209 |
|
|
2021
Q4 | $22K | Buy |
+237
| New | +$22K | 0.01% | 319 |
|