Marshall Financial Group (Pennsylvania)’s iShares MSCI EAFE ETF EFA Stock Holding History

Marshall Financial Group (Pennsylvania)’s Portfolio EFA Stock Details EFA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$569K	Hold	6,097	–	–	0.16%	40
2025 Q2	$545K	Buy	6,097 +59	+1%	+$5.04K	0.16%	40
2025 Q1	$493K	Hold	6,038	–	–	0.16%	40
2024 Q4	$457K	Buy	6,038 +47	+0.8%	+$3.72K	0.14%	42
2024 Q3	$501K	Hold	5,991	–	–	0.15%	42
2024 Q2	$469K	Buy	5,991 +59	+1%	+$4.67K	0.15%	42
2024 Q1	$474K	Hold	5,932	–	–	0.16%	42
2023 Q4	$447K	Buy	5,932 +40	+0.7%	+$2.83K	0.16%	42
2023 Q3	$406K	Hold	5,892	–	–	0.17%	38
2023 Q2	$427K	Buy	5,892 +57	+1%	+$4.14K	0.16%	39
2023 Q1	$417K	Hold	5,835	–	–	0.17%	40
2022 Q4	$383K	Buy	5,835 +13	+0.2%	+$814	0.16%	40
2022 Q3	$326K	Hold	5,822	–	–	0.15%	42
2022 Q2	$364K	Buy	5,822 +37	+0.6%	+$2.52K	0.17%	42
2022 Q1	$426K	Buy	5,785 +3	+0.1%	+$224	0.17%	43
2021 Q4	$455K	Buy	5,782 +735	+15%	+$58.2K	0.18%	42
2021 Q3	$394K	Hold	5,047	–	–	0.17%	45
2021 Q2	$398K	Buy	5,047 +21	+0.4%	+$1.67K	0.17%	40
2021 Q1	$381K	Hold	5,026	–	–	0.17%	42
2020 Q4	$367K	Buy	5,026 +14	+0.3%	+$957	0.18%	44
2020 Q3	$319K	Hold	5,012	–	–	0.19%	41
2020 Q2	$305K	Buy	5,012 +21	+0.4%	+$1.21K	0.2%	41
2020 Q1	$267K	Sell	4,991 -3,722	-43%	-$236K	0.22%	39
2019 Q4	$605K	Sell	8,713 -1,403	-14%	-$94.8K	0.41%	29
2019 Q3	$660K	Sell	10,116 -429	-4%	-$27.6K	0.5%	27
2019 Q2	$693K	Buy	10,545 +63	+0.6%	+$4.12K	0.53%	26
2019 Q1	$680K	Hold	10,482	–	–	0.56%	26
2018 Q4	$616K	Buy	+10,482	New	+$655K	0.58%	25

Other funds holding EFA

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

NMIMC

Northwestern Mutual Investment Management Company Milwaukee, Wisconsin $6.6B AUM 19.75% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Marshall Financial Group (Pennsylvania)'s EFA Position: Q3 2025 in Review

Marshall Financial Group (Pennsylvania) held its iShares MSCI EAFE ETF (EFA) position steady in Q3 2025 at 6,097 shares worth $569K. The position accounts for 0.16% of the portfolio, ranked #40.

Marshall Financial Group (Pennsylvania) first reported a position in EFA in Q4 2018 and has held it in 28 quarters since. The position peaked at $693K in Q2 2019. 2,040 funds tracked by Wall St. Rank hold EFA as of Q3 2025.

Marshall Financial Group (Pennsylvania) held 6,097 shares of iShares MSCI EAFE ETF worth $569K as of Q3 2025.
Marshall Financial Group (Pennsylvania) left its iShares MSCI EAFE ETF share count unchanged in Q3 2025.
iShares MSCI EAFE ETF made up 0.16% of Marshall Financial Group (Pennsylvania)'s portfolio in Q3 2025, its #40 holding.
Marshall Financial Group (Pennsylvania) first reported a position in iShares MSCI EAFE ETF in Q4 2018 and has held it in 28 quarters since.
Marshall Financial Group (Pennsylvania)'s iShares MSCI EAFE ETF position peaked at $693K in Q2 2019.
2,040 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q3 2025.

Based on Marshall Financial Group (Pennsylvania)'s 13F filing for Q3 2025, filed 4 Nov 2025.