Marcum Wealth’s iShares MSCI EAFE ETF EFA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $273K | Sell |
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|
2024
Q4 | $789K | Buy |
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|
2024
Q1 | – | Sell |
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|
2023
Q4 | $623K | Buy |
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|
2023
Q1 | – | Sell |
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|
2022
Q4 | $657K | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $1.83M | Buy |
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|
2021
Q3 | $836K | Hold |
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|
2021
Q2 | $845K | Sell |
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|
2021
Q1 | $1.17M | Sell |
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|
2020
Q4 | $1.14M | Buy |
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