Marcum Wealth’s iShares MSCI EAFE ETF EFA Stock Holding History

Marcum Wealth’s Portfolio EFA Stock Details EFA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	$273K	Sell	3,335 -7,097	-68%	-$572K	0.02%	303
2024 Q4	$789K	Buy	+10,432	New	+$826K	0.07%	138
2024 Q1	–	Sell	-8,270	Closed	-$623K	–	401
2023 Q4	$623K	Buy	+8,270	New	+$585K	0.07%	151
2023 Q1	–	Sell	-10,012	Closed	-$657K	–	409
2022 Q4	$657K	Buy	+10,012	New	+$627K	0.09%	135
2022 Q1	–	Sell	-23,218	Closed	-$1.83M	–	385
2021 Q4	$1.83M	Buy	23,218 +12,502	+117%	+$990K	0.25%	54
2021 Q3	$836K	Hold	10,716	–	–	0.13%	110
2021 Q2	$845K	Sell	10,716 -4,700	-30%	-$373K	0.14%	109
2021 Q1	$1.17M	Sell	15,416 -197	-1%	-$14.8K	0.19%	70
2020 Q4	$1.14M	Buy	+15,613	New	+$1.07M	0.27%	32

Other funds holding EFA

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

NMIMC

Northwestern Mutual Investment Management Company Milwaukee, Wisconsin $6.6B AUM 19.75% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Marcum Wealth's EFA Position: Q1 2025 in Review

Marcum Wealth reduced its iShares MSCI EAFE ETF (EFA) stake by 68% in Q1 2025, selling an estimated $572K and leaving 3,335 shares worth $273K. The position accounts for 0.02% of the portfolio, ranked #303.

Marcum Wealth first reported a position in EFA in Q4 2020 and has held it in 9 quarters since. The position peaked at $1.83M in Q4 2021. 1,959 funds tracked by Wall St. Rank hold EFA as of Q1 2025.

Marcum Wealth held 3,335 shares of iShares MSCI EAFE ETF worth $273K as of Q1 2025.
Marcum Wealth sold 7,097 iShares MSCI EAFE ETF shares in Q1 2025, an estimated $572K.
iShares MSCI EAFE ETF made up 0.02% of Marcum Wealth's portfolio in Q1 2025, its #303 holding.
Marcum Wealth first reported a position in iShares MSCI EAFE ETF in Q4 2020 and has held it in 9 quarters since.
Marcum Wealth's iShares MSCI EAFE ETF position peaked at $1.83M in Q4 2021.
1,959 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q1 2025.

Based on Marcum Wealth's 13F filing for Q1 2025, filed 2 Apr 2025.