EWM
Evercore Wealth Management’s iShares MSCI EAFE ETF EFA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $15.9M | Sell |
177,847
-976
| -0.5% | -$87.2K | 0.25% | 55 |
|
|
2025
Q1 | $14.6M | Sell |
178,823
-5,705
| -3% | -$466K | 0.23% | 54 |
|
|
2024
Q4 | $14M | Sell |
184,528
-6,105
| -3% | -$462K | 0.21% | 56 |
|
|
2024
Q3 | $15.9M | Sell |
190,633
-12,901
| -6% | -$1.08M | 0.24% | 53 |
|
|
2024
Q2 | $15.9M | Sell |
203,534
-5,334
| -3% | -$418K | 0.25% | 51 |
|
|
2024
Q1 | $16.7M | Sell |
208,868
-4,698
| -2% | -$375K | 0.26% | 51 |
|
|
2023
Q4 | $16.1M | Sell |
213,566
-2,736
| -1% | -$206K | 0.27% | 51 |
|
|
2023
Q3 | $14.9M | Buy |
216,302
+16,587
| +8% | +$1.14M | 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% | -$74K | 0.29% | 55 |
|
|
2022
Q4 | $13.3M | Sell |
202,559
-14,836
| -7% | -$974K | 0.28% | 56 |
|
|
2022
Q3 | $12.2M | Sell |
217,395
-17,674
| -8% | -$990K | 0.27% | 57 |
|
|
2022
Q2 | $14.7M | Sell |
235,069
-6,820
| -3% | -$426K | 0.31% | 54 |
|
|
2022
Q1 | $17.8M | Buy |
241,889
+5,222
| +2% | +$384K | 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% | -$306K | 0.31% | 54 |
|
|
2021
Q2 | $17.7M | Sell |
224,360
-12,694
| -5% | -$1M | 0.32% | 51 |
|
|
2021
Q1 | $18M | Sell |
237,054
-29,792
| -11% | -$2.26M | 0.36% | 49 |
|
|
2020
Q4 | $19.5M | Sell |
266,846
-19,153
| -7% | -$1.4M | 0.42% | 45 |
|
|
2020
Q3 | $18.2M | Sell |
285,999
-25,366
| -8% | -$1.61M | 0.45% | 46 |
|
|
2020
Q2 | $19M | Sell |
311,365
-72,175
| -19% | -$4.39M | 0.51% | 44 |
|
|
2020
Q1 | $20.5M | Sell |
383,540
-28,403
| -7% | -$1.52M | 0.68% | 40 |
|
|
2019
Q4 | $28.6M | Buy |
411,943
+12,473
| +3% | +$866K | 0.77% | 38 |
|
|
2019
Q3 | $26.1M | Buy |
399,470
+236
| +0.1% | +$15.4K | 0.76% | 39 |
|
|
2019
Q2 | $26.2M | Buy |
399,234
+4,818
| +1% | +$317K | 0.8% | 40 |
|
|
2019
Q1 | $25.6M | Sell |
394,416
-49,808
| -11% | -$3.23M | 0.82% | 40 |
|
|
2018
Q4 | $26.1M | Buy |
444,224
+162,656
| +58% | +$9.56M | 0.99% | 36 |
|
|
2018
Q3 | $19.1M | Buy |
281,568
+19,961
| +8% | +$1.36M | 0.61% | 46 |
|
|
2018
Q2 | $17.5M | Buy |
261,607
+15,627
| +6% | +$1.05M | 0.6% | 46 |
|
|
2018
Q1 | $17.1M | Buy |
245,980
+8,290
| +3% | +$578K | 0.65% | 44 |
|
|
2017
Q4 | $16.7M | Buy |
237,690
+2,741
| +1% | +$193K | 0.62% | 45 |
|
|
2017
Q3 | $16.1M | Buy |
234,949
+4,870
| +2% | +$334K | 0.63% | 46 |
|
|
2017
Q2 | $15M | Buy |
230,079
+6,957
| +3% | +$454K | 0.58% | 47 |
|
|
2017
Q1 | $13.9M | Sell |
223,122
-3,098
| -1% | -$193K | 0.54% | 47 |
|
|
2016
Q4 | $13.1M | Sell |
226,220
-47,938
| -17% | -$2.77M | 0.54% | 48 |
|
|
2016
Q3 | $16.2M | Sell |
274,158
-9,292
| -3% | -$549K | 0.67% | 46 |
|
|
2016
Q2 | $15.8M | Buy |
283,450
+19,567
| +7% | +$1.09M | 0.7% | 44 |
|
|
2016
Q1 | $15.1M | Buy |
263,883
+23,522
| +10% | +$1.34M | 0.67% | 46 |
|
|
2015
Q4 | $14.1M | Sell |
240,361
-16,866
| -7% | -$990K | 0.66% | 48 |
|
|
2015
Q3 | $14.7M | Buy |
257,227
+20,346
| +9% | +$1.17M | 0.7% | 47 |
|
|
2015
Q2 | $15M | Buy |
236,881
+32,763
| +16% | +$2.08M | 0.68% | 48 |
|
|
2015
Q1 | $13.1M | Buy |
204,118
+134,493
| +193% | +$8.63M | 0.6% | 52 |
|
|
2014
Q4 | $4.24M | Sell |
69,625
-69,600
| -50% | -$4.23M | 0.21% | 95 |
|
|
2014
Q3 | $8.93M | Buy |
139,225
+8,669
| +7% | +$556K | 0.45% | 66 |
|
|
2014
Q2 | $8.93M | Buy |
130,556
+1,555
| +1% | +$106K | 0.46% | 66 |
|
|
2014
Q1 | $8.67M | Sell |
129,001
-2,896
| -2% | -$195K | 0.49% | 66 |
|
|
2013
Q4 | $8.85M | Buy |
131,897
+8,021
| +6% | +$538K | 0.49% | 65 |
|
|
2013
Q3 | $7.9M | Buy |
123,876
+2,785
| +2% | +$178K | 0.45% | 69 |
|
|
2013
Q2 | $6.94M | Buy |
+121,091
| New | +$6.94M | 0.39% | 75 |
|