Morton Brown Family Wealth’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 | $3.09M | Sell |
34,544
-709
| -2% | -$63.4K | 0.94% | 16 |
|
|
2025
Q1 | $2.88M | Sell |
35,253
-450
| -1% | -$36.8K | 0.98% | 15 |
|
|
2024
Q4 | $2.7M | Sell |
35,703
-2,076
| -5% | -$157K | 0.94% | 16 |
|
|
2024
Q3 | $3.16M | Sell |
37,779
-81
| -0.2% | -$6.77K | 1.12% | 16 |
|
|
2024
Q2 | $3.03M | Sell |
37,860
-650
| -2% | -$52K | 1.2% | 15 |
|
|
2024
Q1 | $3.08M | Sell |
38,510
-427
| -1% | -$34.1K | 1.27% | 15 |
|
|
2023
Q4 | $2.93M | Sell |
38,937
-1,781
| -4% | -$134K | 1.29% | 16 |
|
|
2023
Q3 | $2.81M | Sell |
40,718
-786
| -2% | -$54.2K | 1.43% | 14 |
|
|
2023
Q2 | $3.01M | Sell |
41,504
-670
| -2% | -$48.6K | 1.61% | 15 |
|
|
2023
Q1 | $3.02M | Sell |
42,174
-82
| -0.2% | -$5.87K | 1.8% | 15 |
|
|
2022
Q4 | $2.77M | Sell |
42,256
-6,526
| -13% | -$428K | 1.89% | 14 |
|
|
2022
Q3 | $2.73M | Sell |
48,782
-17,952
| -27% | -$1.01M | 2.18% | 13 |
|
|
2022
Q2 | $4.17M | Sell |
66,734
-3,561
| -5% | -$223K | 3.23% | 8 |
|
|
2022
Q1 | $5.17M | Sell |
70,295
-4,469
| -6% | -$329K | 3.91% | 7 |
|
|
2021
Q4 | $5.9M | Buy |
+74,764
| New | +$5.9M | 4.52% | 7 |
|