Morton Capital Management’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 | $1.94M | Buy |
23,240
+81
| +0.3% | +$6.76K | 0.34% | 25 |
|
|
2025
Q1 | $1.75M | Sell |
23,159
-112
| -0.5% | -$8.47K | 0.34% | 26 |
|
|
2024
Q4 | $1.64M | Buy |
23,271
+270
| +1% | +$19K | 0.31% | 28 |
|
|
2024
Q3 | $1.8M | Buy |
23,001
+16,818
| +272% | +$1.31M | 0.35% | 25 |
|
|
2024
Q2 | $449K | Sell |
6,183
-242
| -4% | -$17.6K | 0.11% | 63 |
|
|
2024
Q1 | $477K | Buy |
6,425
+242
| +4% | +$18K | 0.13% | 64 |
|
|
2023
Q4 | $435K | Hold |
6,183
| – | – | 0.13% | 64 |
|
|
2023
Q3 | $398K | Buy |
6,183
+2,713
| +78% | +$175K | 0.14% | 61 |
|
|
2023
Q2 | $234K | Buy |
+3,470
| New | +$234K | 0.08% | 81 |
|
|
2022
Q1 | – | Sell |
-4,459
| Closed | -$333K | – | 85 |
|
|
2021
Q4 | $333K | Buy |
+4,459
| New | +$333K | 0.13% | 60 |
|