Ishares Tr sustnble msci shares owned by Mascoma Wealth Management
Quarter-by-quarter ownership of Ishares Tr sustnble msci (SDG) shares owned by Mascoma Wealth Management
from 13F filings
Historical chart of Mascoma Wealth Management investment in Ishares Tr sustnble msci
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Quarterly reported holdings in Ishares Tr sustnble msci by Mascoma Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $20k | 237 | 84.79 |
| 2024-06-30 | $18k | 237 | 75.07 |
| 2024-03-31 | $19k | 237 | 78.71 |
| 2023-12-31 | $26k | 326 | 81.05 |
| 2023-09-30 | $24k | 326 | 74.52 |
| 2023-06-30 | $26k | 326 | 80.37 |
| 2023-03-31 | $76k | 940 | 80.58 |
| 2022-12-31 | $74k | 940 | 78.91 |
| 2022-09-30 | $67k | 940 | 71.28 |
| 2022-06-30 | $75k | 940 | 79.79 |
| 2022-03-31 | $80k | 940 | 85.11 |
| 2021-12-31 | $22k | 237 | 92.83 |