Marcum Wealth’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
Q1 | $273K | Sell |
3,335
-7,097
| -68% | -$580K | 0.02% | 303 |
|
|
2024
Q4 | $789K | Buy |
+10,432
| New | +$789K | 0.07% | 138 |
|
|
2024
Q1 | – | Sell |
-8,270
| Closed | -$623K | – | 401 |
|
|
2023
Q4 | $623K | Buy |
+8,270
| New | +$623K | 0.07% | 151 |
|
|
2023
Q1 | – | Sell |
-10,012
| Closed | -$657K | – | 409 |
|
|
2022
Q4 | $657K | Buy |
+10,012
| New | +$657K | 0.09% | 135 |
|
|
2022
Q1 | – | Sell |
-23,218
| Closed | -$1.83M | – | 385 |
|
|
2021
Q4 | $1.83M | Buy |
23,218
+12,502
| +117% | +$984K | 0.25% | 54 |
|
|
2021
Q3 | $836K | Hold |
10,716
| – | – | 0.13% | 110 |
|
|
2021
Q2 | $845K | Sell |
10,716
-4,700
| -30% | -$371K | 0.14% | 109 |
|
|
2021
Q1 | $1.17M | Sell |
15,416
-197
| -1% | -$15K | 0.19% | 70 |
|
|
2020
Q4 | $1.14M | Buy |
+15,613
| New | +$1.14M | 0.27% | 32 |
|