EI
MKTW icon

Ethic Inc’s MarketWise MKTW Stock Holding History

Ethic Inc’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
Q2 		– Sell
-508
Closed -$5.13K – 1271
2025
Q1 		$5.13K Buy
+508
New +$6.08K ﹤0.01% 1164

Other funds holding MKTW

Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
PM
Phraction Management Colchester, Connecticut $596M AUM 36.77% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
RA
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
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

Ethic Inc's MKTW Position: Q2 2025 in Review

Ethic Inc sold out of MarketWise (MKTW) in Q2 2025, closing a stake of 508 shares — an estimated $5.13K sold.

Ethic Inc first reported a position in MKTW in Q1 2025 and held it in 1 quarter. The position peaked at $5.13K in Q1 2025. 43 funds tracked by Wall St. Rank hold MKTW as of Q2 2025.

  • Ethic Inc reported no remaining MarketWise position as of Q2 2025 after selling out during the quarter.
  • Ethic Inc sold 508 MarketWise shares in Q2 2025, an estimated $5.13K.
  • Ethic Inc first reported a position in MarketWise in Q1 2025 and held it in 1 quarter.
  • Ethic Inc's MarketWise position peaked at $5.13K in Q1 2025.
  • 43 funds tracked by Wall St. Rank held MarketWise as of Q2 2025.

Based on Ethic Inc's 13F filing for Q2 2025, filed 30 Jul 2025.