Morton Brown Family Wealth’s iShares MSCI EAFE ETF EFA Stock Holding History

Morton Brown Family Wealth’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
2026 Q2	$3.45M	Sell	33,246 -480	-1%	-$49.4K	0.78%	15
2026 Q1	$3.28M	Sell	33,726 -101	-0.3%	-$10.1K	0.87%	15
2025 Q4	$3.25M	Sell	33,827 -529	-2%	-$50.2K	0.88%	15
2025 Q3	$3.21M	Sell	34,356 -188	-0.5%	-$17.1K	0.92%	16
2025 Q2	$3.09M	Sell	34,544 -709	-2%	-$60.5K	0.94%	16
2025 Q1	$2.88M	Sell	35,253 -450	-1%	-$36.3K	0.98%	15
2024 Q4	$2.7M	Sell	35,703 -2,076	-5%	-$164K	0.94%	16
2024 Q3	$3.16M	Sell	37,779 -81	-0.2%	-$6.52K	1.12%	16
2024 Q2	$3.03M	Sell	37,860 -650	-2%	-$51.5K	1.2%	15
2024 Q1	$3.08M	Sell	38,510 -427	-1%	-$32.7K	1.27%	15
2023 Q4	$2.93M	Sell	38,937 -1,781	-4%	-$126K	1.29%	16
2023 Q3	$2.81M	Sell	40,718 -786	-2%	-$56.3K	1.43%	14
2023 Q2	$3.01M	Sell	41,504 -670	-2%	-$48.7K	1.61%	15
2023 Q1	$3.02M	Sell	42,174 -82	-0.2%	-$5.74K	1.8%	15
2022 Q4	$2.77M	Sell	42,256 -6,526	-13%	-$409K	1.89%	14
2022 Q3	$2.73M	Sell	48,782 -17,952	-27%	-$1.12M	2.18%	13
2022 Q2	$4.17M	Sell	66,734 -3,561	-5%	-$242K	3.23%	8
2022 Q1	$5.17M	Sell	70,295 -4,469	-6%	-$334K	3.91%	7
2021 Q4	$5.89M	Buy	+74,764	New	+$5.92M	4.52%	7

Other funds holding EFA

Greenfield FTC Reno, Nevada $735M AUM 22.08% 1-Year Est. Return

CWS

Confluence Wealth Services Mcmurray, Pennsylvania $3.5B AUM 22.08% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

VFA

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 1-Year Est. Return

FHC

First Horizon Corporation Memphis, Tennessee $2.6B AUM 23.72% 1-Year Est. Return

MPWT

MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return

JIC

Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return

Accredited Investors Edina, Minnesota $2.31B AUM 33.7% 1-Year Est. Return

BCM

BTC Capital Management Des Moines, Iowa $1.65B AUM 27.85% 1-Year Est. Return

RIM

Ryan Investment Management Basalt, Colorado $221M AUM 23.61% 1-Year Est. Return

Morton Brown Family Wealth's EFA Position: Q2 2026 in Review

Morton Brown Family Wealth reduced its iShares MSCI EAFE ETF (EFA) stake by 1.4% in Q2 2026, selling an estimated $49.4K and leaving 33,246 shares worth $3.45M. The position accounts for 0.78% of the portfolio, ranked #15.

Morton Brown Family Wealth first reported a position in EFA in Q4 2021 and has held it in 19 quarters since. The position peaked at $5.89M in Q4 2021. 806 funds tracked by Wall St. Rank hold EFA as of Q2 2026.

Morton Brown Family Wealth held 33,246 shares of iShares MSCI EAFE ETF worth $3.45M as of Q2 2026.
Morton Brown Family Wealth sold 480 iShares MSCI EAFE ETF shares in Q2 2026, an estimated $49.4K.
iShares MSCI EAFE ETF made up 0.78% of Morton Brown Family Wealth's portfolio in Q2 2026, its #15 holding.
Morton Brown Family Wealth first reported a position in iShares MSCI EAFE ETF in Q4 2021 and has held it in 19 quarters since.
Morton Brown Family Wealth's iShares MSCI EAFE ETF position peaked at $5.89M in Q4 2021.
806 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q2 2026.

Based on Morton Brown Family Wealth's 13F filing for Q2 2026, filed 21 Jul 2026.