Ownership history in Mascoma Wealth Management LLC · 27 quarters on record
This page tracks every 13F SEC filing in which Mascoma Wealth Management LLC reported a position in ISHARES MSCI EAFE ESG SELECT ETF (ESGD). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | ADDED | 67,656 | +892 | +1.3% | 1.38% | $6.4M | $95.09 |
| 2025 Q3 | ADDED | 66,764 | +1,697 | +2.6% | 1.37% | $6.2M | $91.25 |
| 2025 Q2 | ADDED | 65,067 | +5,393 | +9.0% | 1.35% | $5.8M | $87.56 |
| 2025 Q1 | REDUCED | 59,674 | -13,843 | -18.8% | 1.21% | $4.9M | $78.70 |
| 2024 Q4 | ADDED | 73,517 | +4,223 | +6.1% | 1.41% | $5.6M | $73.35 |
| 2024 Q3 | ADDED | 69,294 | +10,150 | +17.2% | 1.45% | $5.8M | $80.06 |
| 2024 Q2 | ADDED | 59,144 | +5,283 | +9.8% | 1.24% | $4.7M | $74.93 |
| 2024 Q1 | ADDED | 53,861 | +510 | +1.0% | 1.22% | $4.3M | $74.65 |
| 2023 Q4 | ADDED | 53,351 | +4,839 | +10.0% | 1.21% | $4.0M | $70.56 |
| 2023 Q3 | ADDED | 48,512 | +1,600 | +3.4% | 1.05% | $3.4M | $63.79 |
As of 2025 Q4 — sorted by position size