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

Morton Brown Family Wealth’s Portfolio EFG Stock Details EFG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-51	Closed	-$5.81K	–	295
2025 Q4	$5.81K	Hold	51	–	–	﹤0.01%	221
2025 Q3	$5.81K	Hold	51	–	–	﹤0.01%	211
2025 Q2	$5.71K	Hold	51	–	–	﹤0.01%	230
2025 Q1	$5.1K	Hold	51	–	–	﹤0.01%	234
2024 Q4	$4.94K	Hold	51	–	–	﹤0.01%	205
2024 Q3	$5.49K	Buy	+51	New	+$5.29K	﹤0.01%	196
2023 Q2	–	Sell	-26	Closed	-$2.44K	–	216
2023 Q1	$2.44K	Buy	+26	New	+$2.34K	﹤0.01%	182

Other funds holding EFG

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

NAMI

Nomura Asset Management International Philadelphia, Pennsylvania $66.6B AUM

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

Morton Brown Family Wealth's EFG Position: Q1 2026 in Review

Morton Brown Family Wealth sold out of iShares MSCI EAFE Growth ETF (EFG) in Q1 2026, closing a stake of 51 shares — an estimated $5.81K sold.

Morton Brown Family Wealth first reported a position in EFG in Q1 2023 and held it in 7 quarters. The position peaked at $5.81K in Q4 2025. 1,013 funds tracked by Wall St. Rank hold EFG as of Q1 2026.

Morton Brown Family Wealth reported no remaining iShares MSCI EAFE Growth ETF position as of Q1 2026 after selling out during the quarter.
Morton Brown Family Wealth sold 51 iShares MSCI EAFE Growth ETF shares in Q1 2026, an estimated $5.81K.
Morton Brown Family Wealth first reported a position in iShares MSCI EAFE Growth ETF in Q1 2023 and held it in 7 quarters.
Morton Brown Family Wealth's iShares MSCI EAFE Growth ETF position peaked at $5.81K in Q4 2025.
1,013 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q1 2026.

Based on Morton Brown Family Wealth's 13F filing for Q1 2026, filed 21 Apr 2026.