Marathon Strategic Advisors’s iShares MSCI EAFE ETF EFA Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $231K | Hold |
2,583
| – | – | 0.21% | 39 |
|
2025
Q1 | $211K | Buy |
+2,583
| New | +$211K | 0.23% | 36 |
|
2024
Q4 | – | Sell |
-2,635
| Closed | -$220K | – | 38 |
|
2024
Q3 | $220K | Sell |
2,635
-135
| -5% | -$11.3K | 0.23% | 35 |
|
2024
Q2 | $217K | Buy |
+2,770
| New | +$217K | 0.25% | 41 |
|
2024
Q1 | – | Sell |
-2,876
| Closed | -$217K | – | 26 |
|
2023
Q4 | $217K | Buy |
+2,876
| New | +$217K | 0.29% | 29 |
|