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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $658K | Hold |
|
|||||
|
2025
Q1 | $588K | Hold |
|
|||||
|
2024
Q4 | $569K | Sell |
|
|||||
|
2024
Q3 | $1.14M | Sell |
|
|||||
|
2024
Q2 | $1.13M | Sell |
|
|||||
|
2024
Q1 | $1.25M | Hold |
|
|||||
|
2023
Q4 | $1.16M | Sell |
|
|||||
|
2023
Q3 | $1.05M | Hold |
|
|||||
|
2023
Q2 | $1.16M | Sell |
|
|||||
|
2023
Q1 | $1.3M | Sell |
|
|||||
|
2022
Q4 | $14M | Buy |
|