Morton Brown Family Wealth’s iShares Core MSCI EAFE ETF IEFA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.31M | Sell |
27,668
-54
| -0.2% | -$4.51K | 0.7% | 18 |
|
|
2025
Q1 | $2.1M | Sell |
27,722
-2,405
| -8% | -$182K | 0.71% | 18 |
|
|
2024
Q4 | $2.12M | Sell |
30,127
-178
| -0.6% | -$12.5K | 0.74% | 19 |
|
|
2024
Q3 | $2.37M | Sell |
30,305
-925
| -3% | -$72.2K | 0.84% | 18 |
|
|
2024
Q2 | $2.32M | Sell |
31,230
-3,986
| -11% | -$297K | 0.92% | 17 |
|
|
2024
Q1 | $2.61M | Sell |
35,216
-843
| -2% | -$62.6K | 1.08% | 17 |
|
|
2023
Q4 | $2.54M | Sell |
36,059
-2,502
| -6% | -$176K | 1.11% | 18 |
|
|
2023
Q3 | $2.48M | Sell |
38,561
-2,441
| -6% | -$157K | 1.27% | 18 |
|
|
2023
Q2 | $2.77M | Sell |
41,002
-7,345
| -15% | -$496K | 1.48% | 16 |
|
|
2023
Q1 | $3.23M | Buy |
48,347
+124
| +0.3% | +$8.29K | 1.93% | 14 |
|
|
2022
Q4 | $2.97M | Buy |
48,223
+6,338
| +15% | +$391K | 2.03% | 13 |
|
|
2022
Q3 | $2.21M | Buy |
41,885
+35,337
| +540% | +$1.86M | 1.76% | 14 |
|
|
2022
Q2 | $385K | Buy |
6,548
+4,278
| +188% | +$252K | 0.3% | 32 |
|
|
2022
Q1 | $158K | Buy |
2,270
+25
| +1% | +$1.74K | 0.12% | 44 |
|
|
2021
Q4 | $168K | Buy |
+2,245
| New | +$168K | 0.13% | 44 |
|