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Marotta Asset Management’s iShares MSCI Finland ETF EFNL Stock Holding History

Marotta Asset Management’s Portfolio EFNL Stock Details EFNL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$11.2M Sell
213,811
-14,022
-6% -$761K 1.87% 20
2026
Q1 		$11.3M Sell
227,833
-6,100
-3% -$302K 2.09% 16
2025
Q4 		$11.2M Sell
233,933
-14,252
-6% -$645K 2.07% 16
2025
Q3 		$10.7M Buy
248,185
+5,169
+2% +$216K 2.01% 15
2025
Q2 		$9.94M Sell
243,016
-17,782
-7% -$692K 1.99% 14
2025
Q1 		$9.88M Buy
260,798
+1,912
+0.7% +$68K 1.94% 13
2024
Q4 		$8.42M Sell
258,886
-1,912
-0.7% -$66.1K 1.76% 16
2024
Q3 		$9.88M Buy
260,798
+367
+0.1% +$13.2K 1.94% 13
2024
Q2 		$9.29M Buy
260,431
+9,054
+4% +$329K 1.92% 14
2024
Q1 		$8.81M Buy
251,377
+14,468
+6% +$505K 1.82% 14
2023
Q4 		$8.48M Buy
236,909
+3,552
+2% +$119K 1.82% 16
2023
Q3 		$7.6M Buy
233,357
+17,730
+8% +$606K 1.76% 17
2023
Q2 		$7.58M Buy
+215,627
New +$8.06M 1.69% 18
2022
Q4 		$6.5M Buy
173,628
+554
+0.3% +$19.6K 1.56% 18
2022
Q3 		$5.38M Buy
173,074
+32,732
+23% +$1.13M 1.4% 23
2022
Q2 		$4.9M Buy
140,342
+29,754
+27% +$1.15M 1.21% 24
2022
Q1 		$4.53M Buy
110,588
+23,315
+27% +$1.01M 1.05% 28
2021
Q4 		$4.18M Buy
87,273
+1,035
+1% +$49.3K 0.95% 29
2021
Q3 		$4.03M Buy
86,238
+1,728
+2% +$87.9K 0.97% 28
2021
Q2 		$4.2M Buy
84,510
+6,949
+9% +$343K 1.01% 28
2021
Q1 		$3.55M Buy
77,561
+1,467
+2% +$67.1K 0.91% 28
2020
Q4 		$3.37M Buy
76,094
+417
+0.6% +$17.7K 0.89% 29
2020
Q3 		$3.04M Buy
75,677
+17,429
+30% +$686K 0.92% 30
2020
Q2 		$2.09M Buy
+58,248
New +$1.95M 0.67% 34

Other funds holding EFNL

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
MWM
Moran Wealth Management Naples, Florida $3.67B AUM 36.71% 1-Year Est. Return
ACM
Arlington Capital Management Arlington Heights, Illinois $161M AUM 38.38% 1-Year Est. Return
ZIM
Zacks Investment Management Chicago, Illinois $14.1B AUM 39.89% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
HH
Hilltop Holdings Dallas, Texas $1.29B AUM 35.96% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
ITB
Idaho Trust Bank Boise, Idaho $342M AUM 17.92% 1-Year Est. Return

Marotta Asset Management's EFNL Position: Q2 2026 in Review

Marotta Asset Management reduced its iShares MSCI Finland ETF (EFNL) stake by 6.2% in Q2 2026, selling an estimated $761K and leaving 213,811 shares worth $11.2M. The position accounts for 1.87% of the portfolio, ranked #20.

Marotta Asset Management first reported a position in EFNL in Q2 2020 and has held it in 24 quarters since. The position peaked at $11.3M in Q1 2026. 27 funds tracked by Wall St. Rank hold EFNL as of Q2 2026.

  • Marotta Asset Management held 213,811 shares of iShares MSCI Finland ETF worth $11.2M as of Q2 2026.
  • Marotta Asset Management sold 14,022 iShares MSCI Finland ETF shares in Q2 2026, an estimated $761K.
  • iShares MSCI Finland ETF made up 1.87% of Marotta Asset Management's portfolio in Q2 2026, its #20 holding.
  • Marotta Asset Management first reported a position in iShares MSCI Finland ETF in Q2 2020 and has held it in 24 quarters since.
  • Marotta Asset Management's iShares MSCI Finland ETF position peaked at $11.3M in Q1 2026.
  • 27 funds tracked by Wall St. Rank held iShares MSCI Finland ETF as of Q2 2026.

Based on Marotta Asset Management's 13F filing for Q2 2026, filed 9 Jul 2026.