Marietta Wealth Management’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
Q3 | $905K | Hold |
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|
2025
Q2 | $866K | Hold |
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|
2025
Q1 | $792K | Hold |
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|
2024
Q4 | $733K | Sell |
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|
2024
Q3 | $834K | Buy |
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|
2024
Q2 | $759K | Sell |
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|
2024
Q1 | $1.04M | Hold |
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|
2023
Q4 | $979K | Hold |
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|
2023
Q3 | $896K | Hold |
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|
2023
Q2 | $942K | Hold |
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|
2023
Q1 | $929K | Hold |
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|
2022
Q4 | $853K | Buy |
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|
2022
Q3 | $551K | Buy |
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|
2022
Q2 | $605K | Hold |
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|
2022
Q1 | $713K | Sell |
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|
2021
Q4 | $782K | Hold |
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|
2021
Q3 | $775K | Hold |
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|
2021
Q2 | $784K | Hold |
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|
2021
Q1 | $754K | Hold |
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|
2020
Q4 | $725K | Hold |
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|
2020
Q3 | $633K | Sell |
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|
2020
Q2 | $696K | Sell |
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|
2020
Q1 | $647K | Sell |
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|
2019
Q4 | $893K | Hold |
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|
2019
Q3 | $839K | Sell |
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|
2019
Q2 | $954K | Sell |
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|
2019
Q1 | $1.04M | Sell |
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|
2018
Q4 | $959K | Sell |
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|
2018
Q3 | $1.9M | Sell |
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|
2018
Q2 | $4.64M | Sell |
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|
2018
Q1 | $8.01M | Buy |
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|
2017
Q4 | $7.7M | Buy |
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|
2017
Q3 | $7.09M | Buy |
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|
2017
Q2 | $5.7M | Buy |
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|
2017
Q1 | $4.62M | Buy |
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|
2016
Q4 | $2.43M | Buy |
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