Marshall Financial Group (Pennsylvania)’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
Q2 | $545K | Buy |
|
|||||
|
2025
Q1 | $493K | Hold |
|
|||||
|
2024
Q4 | $457K | Buy |
|
|||||
|
2024
Q3 | $501K | Hold |
|
|||||
|
2024
Q2 | $469K | Buy |
|
|||||
|
2024
Q1 | $474K | Hold |
|
|||||
|
2023
Q4 | $447K | Buy |
|
|||||
|
2023
Q3 | $406K | Hold |
|
|||||
|
2023
Q2 | $427K | Buy |
|
|||||
|
2023
Q1 | $417K | Hold |
|
|||||
|
2022
Q4 | $383K | Buy |
|
|||||
|
2022
Q3 | $326K | Hold |
|
|||||
|
2022
Q2 | $364K | Buy |
|
|||||
|
2022
Q1 | $426K | Buy |
|
|||||
|
2021
Q4 | $455K | Buy |
|
|||||
|
2021
Q3 | $394K | Hold |
|
|||||
|
2021
Q2 | $398K | Buy |
|
|||||
|
2021
Q1 | $381K | Hold |
|
|||||
|
2020
Q4 | $367K | Buy |
|
|||||
|
2020
Q3 | $319K | Hold |
|
|||||
|
2020
Q2 | $305K | Buy |
|
|||||
|
2020
Q1 | $267K | Sell |
|
|||||
|
2019
Q4 | $605K | Sell |
|
|||||
|
2019
Q3 | $660K | Sell |
|
|||||
|
2019
Q2 | $693K | Buy |
|
|||||
|
2019
Q1 | $680K | Hold |
|
|||||
|
2018
Q4 | $616K | Buy |
|