Marcum Wealth’s iShares Core MSCI EAFE ETF IEFA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $45.1M | Sell |
|
|||||
|
2024
Q4 | $42.2M | Sell |
|
|||||
|
2024
Q3 | $47.5M | Sell |
|
|||||
|
2024
Q2 | $44.5M | Sell |
|
|||||
|
2024
Q1 | $45.7M | Sell |
|
|||||
|
2023
Q4 | $44.9M | Sell |
|
|||||
|
2023
Q3 | $41.3M | Sell |
|
|||||
|
2023
Q2 | $43.8M | Buy |
|
|||||
|
2023
Q1 | $41.1M | Sell |
|
|||||
|
2022
Q4 | $39.3M | Buy |
|
|||||
|
2022
Q3 | $32.6M | Buy |
|
|||||
|
2022
Q2 | $34M | Buy |
|
|||||
|
2022
Q1 | $33.5M | Buy |
|
|||||
|
2021
Q4 | $35.8M | Buy |
|
|||||
|
2021
Q3 | $34.2M | Sell |
|
|||||
|
2021
Q2 | $35.1M | Buy |
|
|||||
|
2021
Q1 | $33.6M | Buy |
|
|||||
|
2020
Q4 | $27.8M | Sell |
|
|||||
|
2020
Q3 | $24.6M | Sell |
|
|||||
|
2020
Q2 | $23.6M | Sell |
|
|||||
|
2020
Q1 | $28.4M | Buy |
|
|||||
|
2019
Q4 | $11.2M | Buy |
|