Morton Brown Family Wealth, LLC Ishares Tr Msci Eafe ETF Transaction History

Morton Brown Family Wealth, LLC

$281 Million
Q3 2024

A detailed history of Morton Brown Family Wealth, LLC transactions in Ishares Tr Msci Eafe ETF stock. As of the latest transaction made, Morton Brown Family Wealth, LLC holds 37,779 shares of EFA stock, worth $2.93 Million. This represents 1.12% of its overall portfolio holdings.

Number of Shares

37,779

Previous 37,860 0.21%

Holding current value

$2.93 Million

Previous $2.97 Million 6.54%

% of portfolio

1.12%

Previous 1.14%

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 24, 2024	SELL	$75.32 - $84.37 $6,100 - $6,833	-81 Reduced 0.21%	37,779 $3.16 Million
Q2 2024 Jul 30, 2024	SELL	$76.09 - $82.16 $49,458 - $53,404	-650 Reduced 1.69%	37,860 $2.97 Million
Q1 2024 Apr 23, 2024	SELL	$73.11 - $80.04 $31,217 - $34,177	-427 Reduced 1.1%	38,510 $3.08 Million
Q4 2023 Jan 26, 2024	SELL	$65.84 - $75.47 $117,261 - $134,412	-1,781 Reduced 4.37%	38,937 $2.93 Million
Q3 2023 Oct 18, 2023	SELL	$68.56 - $74.46 $53,888 - $58,525	-786 Reduced 1.89%	40,718 $2.81 Million
Q2 2023 Jul 25, 2023	SELL	$70.67 - $73.9 $47,348 - $49,513	-670 Reduced 1.59%	41,504 $3.01 Million
Q1 2023 Apr 25, 2023	SELL	$66.22 - $72.19 $5,430 - $5,919	-82 Reduced 0.19%	42,174 $3.02 Million
Q4 2022 Feb 01, 2023	SELL	$55.71 - $67.79 $363,563 - $442,397	-6,526 Reduced 13.38%	42,256 $2.77 Million
Q3 2022 Oct 31, 2022	SELL	$55.54 - $66.76 $997,054 - $1.2 Million	-17,952 Reduced 26.9%	48,782 $2.73 Million
Q2 2022 Jul 21, 2022	SELL	$61.48 - $74.59 $218,930 - $265,614	-3,561 Reduced 5.07%	66,734 $4.17 Million
Q1 2022 Apr 20, 2022	SELL	$66.84 - $79.66 $298,707 - $356,000	-4,469 Reduced 5.98%	70,295 $5.17 Million
Q4 2021 Feb 11, 2022	BUY	$76.4 - $81.83 $5.71 Million - $6.12 Million	74,764 New	74,764 $5.9 Million

Others Institutions Holding EFA

# of Institutions

2,116

Shares Held

572M

Call Options Held

74.2M

Put Options Held

110M

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About ISHARES TR MSCI EAFE ETF

Ticker EFA
Sector ETFs
Industry ETFs

More about EFA

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Morton Brown Family Wealth, LLC Ishares Tr Msci Eafe ETF Transaction History