EWM
Evercore Wealth Management’s iShares MSCI EAFE Growth ETF EFG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $658K | Hold |
5,877
| – | – | 0.01% | 253 |
|
|
2025
Q1 | $588K | Hold |
5,877
| – | – | 0.01% | 258 |
|
|
2024
Q4 | $569K | Sell |
5,877
-4,723
| -45% | -$457K | 0.01% | 258 |
|
|
2024
Q3 | $1.14M | Sell |
10,600
-410
| -4% | -$44.1K | 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% | -$17.9K | 0.02% | 212 |
|
|
2023
Q3 | $1.05M | Hold |
12,195
| – | – | 0.02% | 212 |
|
|
2023
Q2 | $1.16M | Sell |
12,195
-1,725
| -12% | -$165K | 0.02% | 203 |
|
|
2023
Q1 | $1.3M | Sell |
13,920
-152,682
| -92% | -$14.3M | 0.03% | 187 |
|
|
2022
Q4 | $14M | Buy |
+166,602
| New | +$14M | 0.29% | 54 |
|