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Morton Capital Management LLC/CA: IEFA position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Morton Capital Management LLC/CA on IEFA, newest first. How the timeline and the estimate are built.

Morton Capital Management LLC/CA held 30,045 IEFA shares at 2026-06-30 per its 13F-HR filed 2026-07-23.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 30,045 shares
    Change vs previous 13F -1,261 shares

    0.4% of the 13F portfolio, value $2,901,770.

    13F-HR 0002002628-26-000003 filed by Morton Capital Management LLC/CA
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 31,306 shares
    Change vs previous 13F +4,744 shares

    0.42% of the 13F portfolio, value $2,834,160.

    13F-HR 0002002628-26-000002 filed by Morton Capital Management LLC/CA
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 26,562 shares
    Change vs previous 13F +3,232 shares

    0.36% of the 13F portfolio, value $2,376,264.

    13F-HR 0002002628-26-000001 filed by Morton Capital Management LLC/CA
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 23,330 shares
    Change vs previous 13F +90 shares

    0.33% of the 13F portfolio, value $2,036,914.

    13F-HR 0002002628-25-000002 filed by Morton Capital Management LLC/CA
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 23,240 shares
    Change vs previous 13F +81 shares

    0.34% of the 13F portfolio, value $1,940,048.

    13F-HR 0001085146-25-004101 filed by Morton Capital Management LLC/CA
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 23,159 shares
    Change vs previous 13F -112 shares

    0.34% of the 13F portfolio, value $1,751,994.

    13F-HR 0001085146-25-002174 filed by Morton Capital Management LLC/CA
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 23,271 shares
    Change vs previous 13F +270 shares

    0.31% of the 13F portfolio, value $1,635,486.

    13F-HR 0001085146-25-000223 filed by Morton Capital Management LLC/CA
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 23,001 shares
    Change vs previous 13F not available

    0.35% of the 13F portfolio, value $1,795,249.

    13F-HR 0001085146-24-004712 filed by Morton Capital Management LLC/CA
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).