MCM
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Morton Capital Management’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

Morton Capital Management’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 		$2.9M Sell
30,045
-1,261
-4% -$121K 0.4% 26
2026
Q1 		$2.83M Buy
31,306
+4,744
+18% +$443K 0.42% 23
2025
Q4 		$2.38M Buy
26,562
+3,232
+14% +$286K 0.36% 24
2025
Q3 		$2.04M Buy
23,330
+90
+0.4% +$7.65K 0.33% 27
2025
Q2 		$1.94M Buy
23,240
+81
+0.3% +$6.43K 0.34% 25
2025
Q1 		$1.75M Sell
23,159
-112
-0.5% -$8.38K 0.34% 26
2024
Q4 		$1.64M Buy
23,271
+270
+1% +$19.9K 0.31% 28
2024
Q3 		$1.8M Buy
23,001
+16,818
+272% +$1.26M 0.35% 25
2024
Q2 		$449K Sell
6,183
-242
-4% -$17.8K 0.11% 63
2024
Q1 		$477K Buy
6,425
+242
+4% +$17.2K 0.13% 64
2023
Q4 		$435K Hold
6,183
– – 0.13% 64
2023
Q3 		$398K Buy
6,183
+2,713
+78% +$182K 0.14% 61
2023
Q2 		$234K Buy
+3,470
New +$235K 0.08% 81
2022
Q1 		– Sell
-4,459
Closed -$333K – 86
2021
Q4 		$333K Buy
+4,459
New +$335K 0.13% 62

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 Capital Management's IEFA Position: Q2 2026 in Review

Morton Capital Management reduced its iShares Core MSCI EAFE ETF (IEFA) stake by 4% in Q2 2026, selling an estimated $121K and leaving 30,045 shares worth $2.9M. The position accounts for 0.4% of the portfolio, ranked #26.

Morton Capital Management first reported a position in IEFA in Q4 2021 and has held it in 14 quarters since. 803 funds tracked by Wall St. Rank hold IEFA as of Q2 2026.

  • Morton Capital Management held 30,045 shares of iShares Core MSCI EAFE ETF worth $2.9M as of Q2 2026.
  • Morton Capital Management sold 1,261 iShares Core MSCI EAFE ETF shares in Q2 2026, an estimated $121K.
  • iShares Core MSCI EAFE ETF made up 0.4% of Morton Capital Management's portfolio in Q2 2026, its #26 holding.
  • Morton Capital Management first reported a position in iShares Core MSCI EAFE ETF in Q4 2021 and has held it in 14 quarters since.
  • 803 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q2 2026.

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