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

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-36	Closed	-$2.57K	–	296
2025 Q4	$2.57K	Hold	36	–	–	﹤0.01%	246
2025 Q3	$2.44K	Hold	36	–	–	﹤0.01%	237
2025 Q2	$2.29K	Hold	36	–	–	﹤0.01%	273
2025 Q1	$2.12K	Hold	36	–	–	﹤0.01%	278
2024 Q4	$1.89K	Hold	36	–	–	﹤0.01%	235
2024 Q3	$2.07K	Buy	+36	New	+$1.99K	﹤0.01%	224
2023 Q2	–	Sell	-52	Closed	-$2.52K	–	217
2023 Q1	$2.52K	Buy	+52	New	+$2.52K	﹤0.01%	178

Other funds holding EFV

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

PAS

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

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

Morton Brown Family Wealth sold out of iShares MSCI EAFE Value ETF (EFV) in Q1 2026, closing a stake of 36 shares — an estimated $2.57K sold.

Morton Brown Family Wealth first reported a position in EFV in Q1 2023 and held it in 7 quarters. The position peaked at $2.57K in Q4 2025. 1,261 funds tracked by Wall St. Rank hold EFV as of Q1 2026.

Morton Brown Family Wealth reported no remaining iShares MSCI EAFE Value ETF position as of Q1 2026 after selling out during the quarter.
Morton Brown Family Wealth sold 36 iShares MSCI EAFE Value ETF shares in Q1 2026, an estimated $2.57K.
Morton Brown Family Wealth first reported a position in iShares MSCI EAFE Value ETF in Q1 2023 and held it in 7 quarters.
Morton Brown Family Wealth's iShares MSCI EAFE Value ETF position peaked at $2.57K in Q4 2025.
1,261 funds tracked by Wall St. Rank held iShares MSCI EAFE Value ETF as of Q1 2026.

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