Ownership history in Marotta Asset Management Β· 24 quarters on record
This page tracks every 13F SEC filing in which Marotta Asset Management reported a position in ISHARES MSCI NETHERLANDS (EWN). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price β sourced directly from SEC EDGAR 13F filings.
π Marotta Asset Management underperformed the S&P 500 by β3.1% annually on this EWN position. Timing score: 39% (9/23 decisions correct). Average cost basis: $33.59. Maximum drawdown during holding period: β38.4%.
β οΈ Trailed SPY by 3.1% ann. on this position.
10 quarters analyzed
β οΈ Poor timing β buys often preceded drops, trims preceded rallies.
9 of 23 add/trim decisions correct
Best entry: $22.88 (2020 Q1) Β· Worst: $55.88 (2025 Q3)
πͺ Held through 2 major drawdowns (>20%).
15 adds Β· 9 trims. Bought during 6 of 6 down-price quarters. π More buys than sells across the holding period.
π Marotta Asset Management has been actively increasing its EWN allocation β a bullish signal from insiders.
Currently 1.84% of portfolio
β Based on quarterly 13F SEC filings and end-of-quarter closing prices. Timing score = accuracy of add/trim decisions vs next-quarter price direction. Alpha = mean quarterly excess return Γ 4 (annualised). Not investment advice.
As of 2025 Q4 β sorted by position size