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

Morton Brown Family Wealth, LLC

$287 Million
Q4 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 35,703 shares of EFA stock, worth $2.99 Million. This represents 0.94% of its overall portfolio holdings.

Number of Shares

35,703

Previous 37,779 5.5%

Holding current value

$2.99 Million

Previous $3.16 Million 14.56%

% of portfolio

0.94%

Previous 1.12%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 31, 2025	SELL	$75.1 - $82.99 $155,907 - $172,287	-2,076 Reduced 5.5%	35,703 $2.7 Million
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

2,217

Shares Held

588M

Call Options Held

70.5M

Put Options Held

87M

View Full List

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