Marcum Wealth, LLC Ishares Tr Msci Eafe ETF Transaction History

Marcum Wealth, LLC

$1.14 Billion
Q1 2025

A detailed history of Marcum Wealth, LLC transactions in Ishares Tr Msci Eafe ETF stock. As of the latest transaction made, Marcum Wealth, LLC holds 3,335 shares of EFA stock, worth $317,692. This represents 0.02% of its overall portfolio holdings.

Number of Shares

3,335

Previous 10,432 68.03%

Holding current value

$317,692

Previous $788,000 65.1%

% of portfolio

0.02%

Previous 0.07%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 02, 2025	SELL	$74.85 - $84.89 $531,210 - $602,464	-7,097 Reduced 68.03%	3,335 $275,000
Q4 2024 Jan 13, 2025	BUY	$75.1 - $82.99 $783,443 - $865,751	10,432 New	10,432 $788,000
Q4 2023 Jan 10, 2024	BUY	$65.84 - $75.47 $544,496 - $624,136	8,270 New	8,270 $623,000
Q4 2022 Jan 12, 2023	BUY	$55.71 - $67.79 $557,768 - $678,713	10,012 New	10,012 $0
Q1 2022 Apr 20, 2022	SELL	$66.84 - $79.66 $1.55 Million - $1.85 Million	-23,218 Closed	0 $0

Q4 2021 Feb 01, 2022	BUY	$76.4 - $81.83 $955,152 - $1.02 Million	12,502 Added 116.67%	23,218 $1.83 Million
Q2 2021 Aug 10, 2021	SELL	$76.86 - $81.95 $361,242 - $385,165	-4,700 Reduced 30.49%	10,716 $845,000
Q1 2021 May 11, 2021	SELL	$72.39 - $76.92 $14,260 - $15,153	-197 Reduced 1.26%	15,416 $1.17 Million
Q4 2020 Feb 09, 2021	BUY	$61.39 - $73.52 $958,482 - $1.15 Million	15,613 New	15,613 $1.14 Million

Others Institutions Holding EFA

# of Institutions

2,419

Shares Held

608M

Call Options Held

65M

Put Options Held

82.4M

View Full List

About ISHARES TR MSCI EAFE ETF

Ticker EFA
Sector ETFs
Industry ETFs

More about EFA

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Marcum Wealth, LLC Ishares Tr Msci Eafe ETF Transaction History