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Evercore Wealth Management’s iShares MSCI EAFE ETF EFA Stock Holding History

Evercore Wealth Management’s Portfolio EFA Stock Details EFA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$17.4M Sell
179,232
-1,269
-0.7% -$127K 0.27% 53
2025
Q4 		$17.3M Buy
180,501
+6,294
+4% +$597K 0.25% 53
2025
Q3 		$16.3M Sell
174,207
-3,640
-2% -$331K 0.24% 56
2025
Q2 		$15.9M Sell
177,847
-976
-0.5% -$83.3K 0.25% 55
2025
Q1 		$14.6M Sell
178,823
-5,705
-3% -$460K 0.23% 54
2024
Q4 		$14M Sell
184,528
-6,105
-3% -$483K 0.21% 56
2024
Q3 		$15.9M Sell
190,633
-12,901
-6% -$1.04M 0.24% 53
2024
Q2 		$15.9M Sell
203,534
-5,334
-3% -$423K 0.25% 51
2024
Q1 		$16.7M Sell
208,868
-4,698
-2% -$359K 0.26% 51
2023
Q4 		$16.1M Sell
213,566
-2,736
-1% -$193K 0.27% 51
2023
Q3 		$14.9M Buy
216,302
+16,587
+8% +$1.19M 0.28% 52
2023
Q2 		$14.5M Sell
199,715
-1,810
-0.9% -$131K 0.27% 54
2023
Q1 		$14.4M Sell
201,525
-1,034
-0.5% -$72.3K 0.29% 55
2022
Q4 		$13.3M Sell
202,559
-14,836
-7% -$929K 0.28% 56
2022
Q3 		$12.2M Sell
217,395
-17,674
-8% -$1.1M 0.27% 57
2022
Q2 		$14.7M Sell
235,069
-6,820
-3% -$464K 0.31% 54
2022
Q1 		$17.8M Buy
241,889
+5,222
+2% +$391K 0.31% 50
2021
Q4 		$18.6M Buy
236,667
+16,224
+7% +$1.28M 0.3% 53
2021
Q3 		$17.2M Sell
220,443
-3,917
-2% -$313K 0.31% 54
2021
Q2 		$17.7M Sell
224,360
-12,694
-5% -$1.01M 0.32% 51
2021
Q1 		$18M Sell
237,054
-29,792
-11% -$2.24M 0.36% 49
2020
Q4 		$19.5M Sell
266,846
-19,153
-7% -$1.31M 0.42% 45
2020
Q3 		$18.2M Sell
285,999
-25,366
-8% -$1.62M 0.45% 46
2020
Q2 		$19M Sell
311,365
-72,175
-19% -$4.17M 0.51% 44
2020
Q1 		$20.5M Sell
383,540
-28,403
-7% -$1.8M 0.68% 40
2019
Q4 		$28.6M Buy
411,943
+12,473
+3% +$842K 0.77% 38
2019
Q3 		$26.1M Buy
399,470
+236
+0.1% +$15.2K 0.76% 39
2019
Q2 		$26.2M Buy
399,234
+4,818
+1% +$315K 0.8% 40
2019
Q1 		$25.6M Sell
394,416
-49,808
-11% -$3.14M 0.82% 40
2018
Q4 		$26.1M Buy
444,224
+162,656
+58% +$10.2M 0.99% 36
2018
Q3 		$19.1M Buy
281,568
+19,961
+8% +$1.35M 0.61% 46
2018
Q2 		$17.5M Buy
261,607
+15,627
+6% +$1.1M 0.6% 46
2018
Q1 		$17.1M Buy
245,980
+8,290
+3% +$591K 0.65% 44
2017
Q4 		$16.7M Buy
237,690
+2,741
+1% +$191K 0.62% 45
2017
Q3 		$16.1M Buy
234,949
+4,870
+2% +$326K 0.63% 46
2017
Q2 		$15M Buy
230,079
+6,957
+3% +$450K 0.58% 47
2017
Q1 		$13.9M Sell
223,122
-3,098
-1% -$187K 0.54% 47
2016
Q4 		$13.1M Sell
226,220
-47,938
-17% -$2.76M 0.54% 48
2016
Q3 		$16.2M Sell
274,158
-9,292
-3% -$539K 0.67% 46
2016
Q2 		$15.8M Buy
283,450
+19,567
+7% +$1.13M 0.7% 44
2016
Q1 		$15.1M Buy
263,883
+23,522
+10% +$1.3M 0.67% 46
2015
Q4 		$14.1M Sell
240,361
-16,866
-7% -$1.02M 0.66% 48
2015
Q3 		$14.7M Buy
257,227
+20,346
+9% +$1.26M 0.7% 47
2015
Q2 		$15M Buy
236,881
+32,763
+16% +$2.18M 0.68% 48
2015
Q1 		$13.1M Buy
204,118
+134,493
+193% +$8.47M 0.6% 52
2014
Q4 		$4.24M Sell
69,625
-69,600
-50% -$4.34M 0.21% 95
2014
Q3 		$8.93M Buy
139,225
+8,669
+7% +$578K 0.45% 66
2014
Q2 		$8.93M Buy
130,556
+1,555
+1% +$107K 0.46% 66
2014
Q1 		$8.67M Sell
129,001
-2,896
-2% -$191K 0.49% 66
2013
Q4 		$8.85M Buy
131,897
+8,021
+6% +$524K 0.49% 65
2013
Q3 		$7.9M Buy
123,876
+2,785
+2% +$171K 0.45% 69
2013
Q2 		$6.94M Buy
+121,091
New +$7.32M 0.39% 75

Other funds holding EFA

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
NMIMC
Northwestern Mutual Investment Management Company Milwaukee, Wisconsin $6.6B AUM 19.75% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Evercore Wealth Management's EFA Position: Q1 2026 in Review

Evercore Wealth Management reduced its iShares MSCI EAFE ETF (EFA) stake by 0.7% in Q1 2026, selling an estimated $127K and leaving 179,232 shares worth $17.4M. The position accounts for 0.27% of the portfolio, ranked #53.

Evercore Wealth Management first reported a position in EFA in Q2 2013 and has held it in 52 quarters since. The position peaked at $28.6M in Q4 2019. 2,202 funds tracked by Wall St. Rank hold EFA as of Q1 2026.

  • Evercore Wealth Management held 179,232 shares of iShares MSCI EAFE ETF worth $17.4M as of Q1 2026.
  • Evercore Wealth Management sold 1,269 iShares MSCI EAFE ETF shares in Q1 2026, an estimated $127K.
  • iShares MSCI EAFE ETF made up 0.27% of Evercore Wealth Management's portfolio in Q1 2026, its #53 holding.
  • Evercore Wealth Management first reported a position in iShares MSCI EAFE ETF in Q2 2013 and has held it in 52 quarters since.
  • Evercore Wealth Management's iShares MSCI EAFE ETF position peaked at $28.6M in Q4 2019.
  • 2,202 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q1 2026.

Based on Evercore Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.