Morton Capital Management’s iShares MSCI EAFE ETF EFA Stock Holding History

Morton Capital Management’s Portfolio EFA Stock Details EFA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$410K	Hold	3,948	–	–	0.06%	95
2026 Q1	$384K	Hold	3,948	–	–	0.06%	84
2025 Q4	$379K	Hold	3,948	–	–	0.06%	83
2025 Q3	$369K	Sell	3,948 -4,385	-53%	-$399K	0.06%	84
2025 Q2	$745K	Buy	8,333 +4,385	+111%	+$374K	0.13%	52
2025 Q1	$323K	Sell	3,948 -20	-0.5%	-$1.61K	0.06%	85
2024 Q4	$300K	Hold	3,968	–	–	0.06%	87
2024 Q3	$332K	Buy	3,968 +1,198	+43%	+$96.4K	0.07%	80
2024 Q2	$217K	Sell	2,770 -416	-13%	-$33K	0.05%	93
2024 Q1	$254K	Hold	3,186	–	–	0.07%	86
2023 Q4	$240K	Buy	+3,186	New	+$225K	0.07%	87
2023 Q3	–	Sell	-2,890	Closed	-$210K	–	92
2023 Q2	$210K	Sell	2,890 -150	-5%	-$10.9K	0.07%	88
2023 Q1	$217K	Buy	+3,040	New	+$213K	0.08%	84

Other funds holding EFA

Greenfield FTC Reno, Nevada $735M AUM 22.08% 1-Year Est. Return

CWS

Confluence Wealth Services Mcmurray, Pennsylvania $3.5B AUM 22.08% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

VFA

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 1-Year Est. Return

FHC

First Horizon Corporation Memphis, Tennessee $2.6B AUM 23.72% 1-Year Est. Return

MPWT

MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return

JIC

Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return

Accredited Investors Edina, Minnesota $2.31B AUM 33.7% 1-Year Est. Return

BCM

BTC Capital Management Des Moines, Iowa $1.65B AUM 27.85% 1-Year Est. Return

RIM

Ryan Investment Management Basalt, Colorado $221M AUM 23.61% 1-Year Est. Return

Morton Capital Management's EFA Position: Q2 2026 in Review

Morton Capital Management held its iShares MSCI EAFE ETF (EFA) position steady in Q2 2026 at 3,948 shares worth $410K. The position accounts for 0.06% of the portfolio, ranked #95.

Morton Capital Management first reported a position in EFA in Q1 2023 and has held it in 13 quarters since. The position peaked at $745K in Q2 2025. 718 funds tracked by Wall St. Rank hold EFA as of Q2 2026.

Morton Capital Management held 3,948 shares of iShares MSCI EAFE ETF worth $410K as of Q2 2026.
Morton Capital Management left its iShares MSCI EAFE ETF share count unchanged in Q2 2026.
iShares MSCI EAFE ETF made up 0.06% of Morton Capital Management's portfolio in Q2 2026, its #95 holding.
Morton Capital Management first reported a position in iShares MSCI EAFE ETF in Q1 2023 and has held it in 13 quarters since.
Morton Capital Management's iShares MSCI EAFE ETF position peaked at $745K in Q2 2025.
718 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q2 2026.

Based on Morton Capital Management's 13F filing for Q2 2026, filed 23 Jul 2026.