Eschler Asset Management’s MarketWise MKTW Stock Holding History

Eschler Asset Management’s Portfolio MKTW Stock Details MKTW Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-5,543	Closed	-$62.9K	–	55
2024 Q4	$62.9K	Buy	+5,543	New	+$61.9K	0.15%	49
2024 Q2	–	Sell	-5,543	Closed	-$258K	–	90
2024 Q1	$258K	Hold	5,543	–	–	0.17%	87
2023 Q4	$303K	Buy	+5,543	New	+$271K	0.24%	62
2023 Q3	–	Sell	-5,543	Closed	-$222K	–	78
2023 Q2	$222K	Hold	5,543	–	–	0.31%	44
2023 Q1	$205K	Hold	5,543	–	–	0.16%	62
2022 Q4	$186K	Hold	5,543	–	–	0.35%	45
2022 Q3	$253K	Buy	5,543 +319	+6%	+$18.8K	0.56%	34
2022 Q2	$376K	Sell	5,224 -1,027	-16%	-$71.4K	0.77%	31
2022 Q1	$626K	Hold	6,251	–	–	0.59%	21
2021 Q4	$943K	Buy	+6,251	New	+$889K	1.21%	19

Other funds holding MKTW

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return

FAM

Formidable Asset Management Cincinnati, Ohio $629M AUM 15.56% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

GCP

GSA Capital Partners London, United Kingdom $1.61B AUM 28.28% 1-Year Est. Return

MIM

MTM Investment Management Spartanburg, South Carolina $316M AUM 19.47% 1-Year Est. Return

Eschler Asset Management's MKTW Position: Q1 2025 in Review

Eschler Asset Management sold out of MarketWise (MKTW) in Q1 2025, closing a stake of 5,543 shares — an estimated $62.9K sold.

Eschler Asset Management first reported a position in MKTW in Q4 2021 and held it in 10 quarters. The position peaked at $943K in Q4 2021. 60 funds tracked by Wall St. Rank hold MKTW as of Q1 2025.

Eschler Asset Management reported no remaining MarketWise position as of Q1 2025 after selling out during the quarter.
Eschler Asset Management sold 5,543 MarketWise shares in Q1 2025, an estimated $62.9K.
Eschler Asset Management first reported a position in MarketWise in Q4 2021 and held it in 10 quarters.
Eschler Asset Management's MarketWise position peaked at $943K in Q4 2021.
60 funds tracked by Wall St. Rank held MarketWise as of Q1 2025.

Based on Eschler Asset Management's 13F filing for Q1 2025, filed 15 May 2025.