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

Morton Brown Family Wealth’s Portfolio IEFA Stock Details IEFA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$2.63M Sell
27,242
-166
-0.6% -$15.9K 0.6% 18
2026
Q1 		$2.48M Sell
27,408
-35
-0.1% -$3.27K 0.66% 18
2025
Q4 		$2.46M Sell
27,443
-67
-0.2% -$5.92K 0.67% 18
2025
Q3 		$2.4M Sell
27,510
-158
-0.6% -$13.4K 0.69% 18
2025
Q2 		$2.31M Sell
27,668
-54
-0.2% -$4.29K 0.7% 18
2025
Q1 		$2.1M Sell
27,722
-2,405
-8% -$180K 0.71% 18
2024
Q4 		$2.12M Sell
30,127
-178
-0.6% -$13.1K 0.74% 19
2024
Q3 		$2.37M Sell
30,305
-925
-3% -$69.2K 0.84% 18
2024
Q2 		$2.32M Sell
31,230
-3,986
-11% -$293K 0.92% 17
2024
Q1 		$2.61M Sell
35,216
-843
-2% -$60K 1.08% 17
2023
Q4 		$2.54M Sell
36,059
-2,502
-6% -$165K 1.11% 18
2023
Q3 		$2.48M Sell
38,561
-2,441
-6% -$163K 1.27% 18
2023
Q2 		$2.77M Sell
41,002
-7,345
-15% -$498K 1.48% 16
2023
Q1 		$3.23M Buy
48,347
+124
+0.3% +$8.13K 1.93% 14
2022
Q4 		$2.97M Buy
48,223
+6,338
+15% +$373K 2.03% 13
2022
Q3 		$2.21M Buy
41,885
+35,337
+540% +$2.08M 1.76% 14
2022
Q2 		$385K Buy
6,548
+4,278
+188% +$274K 0.3% 32
2022
Q1 		$158K Buy
2,270
+25
+1% +$1.77K 0.12% 44
2021
Q4 		$168K Buy
+2,245
New +$169K 0.13% 44

Other funds holding IEFA

BP
Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return
S
SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return
GC
Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return
BB
Bell Bank Fargo, North Dakota $2.62B AUM 23.93% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
SP
Stairway Partners Chicago, Illinois $2.12B AUM 17.37% 1-Year Est. Return
FCBT
First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return
MMI
Matson Money Inc Mason, Ohio $3.59B AUM 16.37% 1-Year Est. Return
RIA
Retirement Investment Advisors Oklahoma City, Oklahoma $1.4B AUM 17.23% 1-Year Est. Return
GT
Greenleaf Trust Kalamazoo, Michigan $10.4B AUM 0.97% 1-Year Est. Return

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

Morton Brown Family Wealth reduced its iShares Core MSCI EAFE ETF (IEFA) stake by 0.61% in Q2 2026, selling an estimated $15.9K and leaving 27,242 shares worth $2.63M. The position accounts for 0.6% of the portfolio, ranked #18.

Morton Brown Family Wealth first reported a position in IEFA in Q4 2021 and has held it in 19 quarters since. The position peaked at $3.23M in Q1 2023. 888 funds tracked by Wall St. Rank hold IEFA as of Q2 2026.

  • Morton Brown Family Wealth held 27,242 shares of iShares Core MSCI EAFE ETF worth $2.63M as of Q2 2026.
  • Morton Brown Family Wealth sold 166 iShares Core MSCI EAFE ETF shares in Q2 2026, an estimated $15.9K.
  • iShares Core MSCI EAFE ETF made up 0.6% of Morton Brown Family Wealth's portfolio in Q2 2026, its #18 holding.
  • Morton Brown Family Wealth first reported a position in iShares Core MSCI EAFE ETF in Q4 2021 and has held it in 19 quarters since.
  • Morton Brown Family Wealth's iShares Core MSCI EAFE ETF position peaked at $3.23M in Q1 2023.
  • 888 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q2 2026.

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