Marion 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
$540K Sell
2025
Q2
$529K Hold
2025
Q1
$483K Sell
2024
Q4
$455K Hold
2024
Q3
$503K Buy
2024
Q2
$358K Buy
2024
Q1
$226K Buy
2023
Q4
Sell
2023
Q3
$236K Buy