Marietta Wealth Management’s iShares MSCI EAFE ETF EFA Stock Holding History

Marietta Wealth Management’s Portfolio EFA Stock Details EFA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$866K	Hold	9,688	–	–	0.11%	90
2025 Q1	$792K	Hold	9,688	–	–	0.12%	89
2024 Q4	$733K	Sell	9,688 -288	-3%	-$21.8K	0.11%	89
2024 Q3	$834K	Buy	9,976 +288	+3%	+$24.1K	0.12%	88
2024 Q2	$759K	Sell	9,688 -3,307	-25%	-$259K	0.12%	88
2024 Q1	$1.04M	Hold	12,995	–	–	0.17%	85
2023 Q4	$979K	Hold	12,995	–	–	0.17%	84
2023 Q3	$896K	Hold	12,995	–	–	0.18%	85
2023 Q2	$942K	Hold	12,995	–	–	0.18%	89
2023 Q1	$929K	Hold	12,995	–	–	0.2%	88
2022 Q4	$853K	Buy	12,995 +3,150	+32%	+$207K	0.19%	91
2022 Q3	$551K	Buy	9,845 +157	+2%	+$8.79K	0.14%	89
2022 Q2	$605K	Hold	9,688	–	–	0.15%	88
2022 Q1	$713K	Sell	9,688 -250	-3%	-$18.4K	0.15%	87
2021 Q4	$782K	Hold	9,938	–	–	0.16%	91
2021 Q3	$775K	Hold	9,938	–	–	0.17%	91
2021 Q2	$784K	Hold	9,938	–	–	0.18%	93
2021 Q1	$754K	Hold	9,938	–	–	0.19%	92
2020 Q4	$725K	Hold	9,938	–	–	0.2%	86
2020 Q3	$633K	Sell	9,938 -1,488	-13%	-$94.8K	0.2%	84
2020 Q2	$696K	Sell	11,426 -671	-6%	-$40.9K	0.24%	74
2020 Q1	$647K	Sell	12,097 -766	-6%	-$41K	0.25%	76
2019 Q4	$893K	Hold	12,863	–	–	0.29%	71
2019 Q3	$839K	Sell	12,863 -1,649	-11%	-$108K	0.31%	73
2019 Q2	$954K	Sell	14,512 -1,475	-9%	-$97K	0.37%	71
2019 Q1	$1.04M	Sell	15,987 -323	-2%	-$21K	0.43%	70
2018 Q4	$959K	Sell	16,310 -11,668	-42%	-$686K	0.46%	69
2018 Q3	$1.9M	Sell	27,978 -41,284	-60%	-$2.81M	0.84%	57
2018 Q2	$4.64M	Sell	69,262 -45,716	-40%	-$3.06M	2.26%	7
2018 Q1	$8.01M	Buy	114,978 +5,441	+5%	+$379K	4.2%	1
2017 Q4	$7.7M	Buy	109,537 +5,926	+6%	+$417K	4.17%	1
2017 Q3	$7.1M	Buy	103,611 +16,202	+19%	+$1.11M	3.97%	1
2017 Q2	$5.7M	Buy	87,409 +13,276	+18%	+$866K	3.46%	1
2017 Q1	$4.62M	Buy	74,133 +32,036	+76%	+$2M	3.07%	2
2016 Q4	$2.43M	Buy	+42,097	New	+$2.43M	1.95%	8