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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$643K	Sell	5,775 -27	-0.5%	-$3.17K	0.01%	251
2025 Q4	$661K	Hold	5,802	–	–	0.01%	256
2025 Q3	$661K	Sell	5,802 -75	-1%	-$8.36K	0.01%	258
2025 Q2	$658K	Hold	5,877	–	–	0.01%	253
2025 Q1	$588K	Hold	5,877	–	–	0.01%	263
2024 Q4	$569K	Sell	5,877 -4,723	-45%	-$480K	0.01%	258
2024 Q3	$1.14M	Sell	10,600 -410	-4%	-$42.5K	0.02%	210
2024 Q2	$1.13M	Sell	11,010 -1,000	-8%	-$102K	0.02%	210
2024 Q1	$1.25M	Hold	12,010	–	–	0.02%	200
2023 Q4	$1.16M	Sell	12,010 -185	-2%	-$16.6K	0.02%	212
2023 Q3	$1.05M	Hold	12,195	–	–	0.02%	212
2023 Q2	$1.16M	Sell	12,195 -1,725	-12%	-$164K	0.02%	203
2023 Q1	$1.3M	Sell	13,920 -152,682	-92%	-$13.7M	0.03%	187
2022 Q4	$14M	Buy	+166,602	New	+$13.5M	0.29%	54