Morton Capital Management’s iShares Core MSCI EAFE ETF IEFA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $2.04M | Buy |
|
|||||
|
2025
Q2 | $1.94M | Buy |
|
|||||
|
2025
Q1 | $1.75M | Sell |
|
|||||
|
2024
Q4 | $1.64M | Buy |
|
|||||
|
2024
Q3 | $1.8M | Buy |
|
|||||
|
2024
Q2 | $449K | Sell |
|
|||||
|
2024
Q1 | $477K | Buy |
|
|||||
|
2023
Q4 | $435K | Hold |
|
|||||
|
2023
Q3 | $398K | Buy |
|
|||||
|
2023
Q2 | $234K | Buy |
|
|||||
|
2022
Q1 | – | Sell |
|
|||||
|
2021
Q4 | $333K | Buy |
|