Mascoma Wealth Management’s iShares MSCI Global Sustainable Development Goals ETF SDG Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-237	Closed	-$17.2K	–	496
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%	-$6.9K	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%	-$48.7K	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%	+$60.7K	0.03%	209
2021 Q4	$22K	Buy	+237	New	+$22.2K	0.01%	319

Other funds holding SDG

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

FTUS

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

DAS

Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

FDCP

Foster Dykema Cabot & Partners Waltham, Massachusetts $1.57B AUM 20.41% 1-Year Est. Return

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

Mascoma Wealth Management's SDG Position: Q2 2025 in Review

Mascoma Wealth Management sold out of iShares MSCI Global Sustainable Development Goals ETF (SDG) in Q2 2025, closing a stake of 237 shares — an estimated $17.2K sold.

Mascoma Wealth Management first reported a position in SDG in Q4 2021 and held it in 14 quarters. The position peaked at $80K in Q1 2022. 95 funds tracked by Wall St. Rank hold SDG as of Q2 2025.

Mascoma Wealth Management reported no remaining iShares MSCI Global Sustainable Development Goals ETF position as of Q2 2025 after selling out during the quarter.
Mascoma Wealth Management sold 237 iShares MSCI Global Sustainable Development Goals ETF shares in Q2 2025, an estimated $17.2K.
Mascoma Wealth Management first reported a position in iShares MSCI Global Sustainable Development Goals ETF in Q4 2021 and held it in 14 quarters.
Mascoma Wealth Management's iShares MSCI Global Sustainable Development Goals ETF position peaked at $80K in Q1 2022.
95 funds tracked by Wall St. Rank held iShares MSCI Global Sustainable Development Goals ETF as of Q2 2025.

Based on Mascoma Wealth Management's 13F filing for Q2 2025, filed 22 Jul 2025.