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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$545K	Buy	6,097 +59	+1%	+$5.27K	0.16%	40
2025 Q1	$493K	Hold	6,038	–	–	0.16%	40
2024 Q4	$457K	Buy	6,038 +47	+0.8%	+$3.55K	0.14%	42
2024 Q3	$501K	Hold	5,991	–	–	0.15%	42
2024 Q2	$469K	Buy	5,991 +59	+1%	+$4.62K	0.15%	42
2024 Q1	$474K	Hold	5,932	–	–	0.16%	42
2023 Q4	$447K	Buy	5,932 +40	+0.7%	+$3.01K	0.16%	42
2023 Q3	$406K	Hold	5,892	–	–	0.17%	38
2023 Q2	$427K	Buy	5,892 +57	+1%	+$4.13K	0.16%	39
2023 Q1	$417K	Hold	5,835	–	–	0.17%	40
2022 Q4	$383K	Buy	5,835 +13	+0.2%	+$853	0.16%	40
2022 Q3	$326K	Hold	5,822	–	–	0.15%	42
2022 Q2	$364K	Buy	5,822 +37	+0.6%	+$2.31K	0.17%	42
2022 Q1	$426K	Buy	5,785 +3	+0.1%	+$221	0.17%	43
2021 Q4	$455K	Buy	5,782 +735	+15%	+$57.8K	0.18%	42
2021 Q3	$394K	Hold	5,047	–	–	0.17%	45
2021 Q2	$398K	Buy	5,047 +21	+0.4%	+$1.66K	0.17%	40
2021 Q1	$381K	Hold	5,026	–	–	0.17%	42
2020 Q4	$367K	Buy	5,026 +14	+0.3%	+$1.02K	0.18%	44
2020 Q3	$319K	Hold	5,012	–	–	0.19%	41
2020 Q2	$305K	Buy	5,012 +21	+0.4%	+$1.28K	0.2%	41
2020 Q1	$267K	Sell	4,991 -3,722	-43%	-$199K	0.22%	39
2019 Q4	$605K	Sell	8,713 -1,403	-14%	-$97.4K	0.41%	29
2019 Q3	$660K	Sell	10,116 -429	-4%	-$28K	0.5%	27
2019 Q2	$693K	Buy	10,545 +63	+0.6%	+$4.14K	0.53%	26
2019 Q1	$680K	Hold	10,482	–	–	0.56%	26
2018 Q4	$616K	Buy	+10,482	New	+$616K	0.58%	25