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Ishares Core Msci Eafe Etf core msci eafe shares owned by Mascoma Wealth Management

Quarter-by-quarter ownership of Ishares Core Msci Eafe Etf core msci eafe (IEFA) shares owned by Mascoma Wealth Management from 13F filings

Historical chart of Mascoma Wealth Management investment in Ishares Core Msci Eafe Etf core msci eafe

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All positions including Ishares Core Msci Eafe Etf core msci eafe held by Mascoma Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Ishares Core Msci Eafe Etf core msci eafe by Mascoma Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $200k 2.6k 78.05
2024-06-30 $179k 2.5k 72.64
2024-03-31 $183k 2.5k 74.22
2023-12-31 $328k 4.7k 70.35
2023-09-30 $183k 2.8k 64.35
2023-06-30 $192k 2.8k 67.64
2023-03-31 $198k 2.9k 68.77
2022-12-31 $51k 967 52.74
2022-09-30 $51k 967 52.74
2022-06-30 $69k 1.2k 59.23
2022-03-31 $112k 1.6k 69.35
2021-12-31 $70k 943 74.23
2021-09-30 $25k 334 74.85
2021-03-31 $24k 334 71.86
2019-06-30 $3.0k 41 73.17
2019-03-31 $2.0k 41 48.78
2018-06-30 $3.0M 48k 63.36
2018-03-31 $6.3M 96k 65.88
2017-12-31 $6.2M 91k 68.31
2017-09-30 $2.7M 42k 64.16
2017-06-30 $1.1M 18k 60.88
2017-03-31 $932k 16k 57.93

More positions owned by Mascoma Wealth Management

Ishares Core S&p 500 Etf Etf (IVV)
Ishares Core U.s. Aggregate Bond Etf Etf (AGG)
Vanguard Ftse Developed Markets Etf Etf (VEA)
Fidelity Total Bond Etf Etf (FBND)
Ishares Core S&p U.s. Growth Etf Etf (IUSG)
Jpmorgan Ultra-short Income Etf Etf (JPST)
Ishares Short Treasury Bond Etf Etf (SHV)
Jpmorgan Core Plus Bond Etf Etf (JCPB)
Fidelity High Dividend Etf Etf (FDVV)
Ishares Msci Kld 400 Social Etf Etf (DSI)
Vanguard Dividend Appreciation Etf Etf (VIG)
Ishares 0-3 Month Treasury Bond Etf Etf (SGOV)
Ishares Esg Aware Us Aggregate Bond Etf Etf (EAGG)
Ishares Core S&p Mid-cap Etf Etf (IJH)
Ishares Core S&p Small Cap Etf Etf (IJR)

View all positions for Mascoma Wealth Management

Top funds holding Ishares Core Msci Eafe Etf core msci eafe

Bank of America Corporation
Morgan Stanley
Jones Financial Companies, L.L
Wells Fargo & Company
Tiaa Trust, National Association
Envestnet Asset Management
LPL Financial
BlackRock
Us Bancorp
Goldman Sachs Group
BlackRock
Northwestern Mutual Wealth Management Company
Raymond James & Associates
Bank of New York Mellon
Jpmorgan Chase & Co

View all funds holding Ishares Core Msci Eafe Etf core msci eafe