Morton Brown Family Wealth, LLC Last Quarter Change: USA ETF, Reduced

Morton Brown Family Wealth, LLC quarter change: USA ETF, Reduced

In exchange-traded fund shares (known by the fund name on the filing) (listed in the US), from the quarter ended 2026-03-31 to 2026-06-30, Morton Brown Family Wealth, LLC opened 2 positions, added to 38, reduced 18, sold out of 1 and left 66 unchanged. The largest increase in value was SCHB (+$22,564,795); the largest decrease was IJH (-$105,720).

SPY: Country of operation —; Class ETF; Shares 2026-03-31 22,216; Shares 2026-06-30 22,163.
QQQ: Country of operation —; Class ETF; Shares 2026-03-31 3,317; Shares 2026-06-30 3,229.
VB: Country of operation —; Class ETF; Shares 2026-03-31 8,103; Shares 2026-06-30 8,099.
IWM: Country of operation —; Class ETF; Shares 2026-03-31 4,346; Shares 2026-06-30 4,314.

Two Form 13F-HR filings compared (SEC CIK 1909851): 2026-03-31 (filed 2026-04-21) and 2026-06-30 (filed 2026-07-21). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move; share change is the position change.

Stock	Class	Shares 2026-03-31	Shares 2026-06-30	Share change	Value 2026-03-31	Value 2026-06-30	Value change
SPY STATE STREET SPDR S&P 500 ETF	ETF	22,216	22,163	-53	$14,447,865	$16,550,771	+$2,102,906
QQQ INVESCO QQQ TRUST SERIES I	ETF	3,317	3,229	-88	$1,914,222	$2,377,473	+$463,251
VB VANGUARD SMALL-CAP ETF	ETF	8,103	8,099	-4	$2,122,338	$2,454,969	+$332,631
IWM ISHARES RUSSELL 2000 ETF	ETF	4,346	4,314	-32	$1,077,808	$1,296,141	+$218,333
EFA ISHARES MSCI EAFE ETF	ETF	33,726	33,246	-480	$3,275,806	$3,453,594	+$177,788
ESGU ISHARES ESG AWARE MSCI USA ETF	ETF	7,288	7,250	-38	$1,030,669	$1,186,608	+$155,939
IEFA ISHARES CORE MSCI EAFE ETF	ETF	27,408	27,242	-166	$2,481,246	$2,631,032	+$149,786
IJH ISHARES CORE S&P MID-CAP ETF	ETF	2,986	1,244	-1,742	$201,645	$95,925	-$105,720
SCHC SCHWAB INTERNATIONAL SMALL-CAP EQUITY ETF	ETF	68,782	68,674	-108	$3,214,871	$3,304,593	+$89,722
ESML ISHARES ESG AWARE MSCI USA SMALL-CAP ETF	ETF	5,562	5,434	-128	$261,525	$303,924	+$42,399
SLYV STATE STREET SPDR S&P 600 SMALL CAP VALUE ETF	ETF	3,407	3,318	-89	$322,234	$362,027	+$39,793
ESGE ISHARES ESG AWARE MSCI EM ETF	ETF	6,045	5,650	-395	$274,866	$308,999	+$34,133
SCHG SCHWAB U.S. LARGE-CAP GROWTH ETF	ETF	9,185	8,751	-434	$267,559	$296,134	+$28,575
IWD ISHARES RUSSELL 1000 VALUE ETF	ETF	127	19	-108	$27,136	$4,606	-$22,530
IEI ISHARES 3-7 YEAR TREASURY BOND ETF	ETF	1,470	1,298	-172	$174,342	$152,450	-$21,892
VO VANGUARD MID-CAP ETF	ETF	53	51	-2	$15,221	$4,109	-$11,112
VIG VANGUARD DIVIDEND APPRECIATION ETF	ETF	377	367	-10	$81,098	$86,807	+$5,709
VTV VANGUARD VALUE ETF	ETF	375	315	-60	$73,518	$68,638	-$4,880

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