Morton Capital Management’s iShares MSCI EAFE ETF EFA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $745K | Buy |
8,333
+4,385
| +111% | +$392K | 0.13% | 52 |
|
|
2025
Q1 | $323K | Sell |
3,948
-20
| -0.5% | -$1.64K | 0.06% | 85 |
|
|
2024
Q4 | $300K | Hold |
3,968
| – | – | 0.06% | 86 |
|
|
2024
Q3 | $332K | Buy |
3,968
+1,198
| +43% | +$100K | 0.07% | 80 |
|
|
2024
Q2 | $217K | Sell |
2,770
-416
| -13% | -$32.6K | 0.05% | 93 |
|
|
2024
Q1 | $254K | Hold |
3,186
| – | – | 0.07% | 86 |
|
|
2023
Q4 | $240K | Buy |
+3,186
| New | +$240K | 0.07% | 87 |
|
|
2023
Q3 | – | Sell |
-2,890
| Closed | -$210K | – | 91 |
|
|
2023
Q2 | $210K | Sell |
2,890
-150
| -5% | -$10.9K | 0.07% | 88 |
|
|
2023
Q1 | $217K | Buy |
+3,040
| New | +$217K | 0.08% | 84 |
|