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

Evercore Wealth Management’s Portfolio EFG Stock Details EFG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$730K	Buy	5,864 +89	+2%	+$10.7K	0.01%	253
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

Other funds holding EFG

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

NAMI

Nomura Asset Management International Philadelphia, Pennsylvania $66.6B AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

Evercore Wealth Management's EFG Position: Q2 2026 in Review

Evercore Wealth Management increased its iShares MSCI EAFE Growth ETF (EFG) stake by 1.5% in Q2 2026, buying an estimated $10.7K and bringing the position to 5,864 shares worth $730K. The position accounts for 0.01% of the portfolio, ranked #253.

Evercore Wealth Management first reported a position in EFG in Q4 2022 and has held it in 15 quarters since. The position peaked at $14M in Q4 2022. 1,057 funds tracked by Wall St. Rank hold EFG as of Q2 2026.

Evercore Wealth Management held 5,864 shares of iShares MSCI EAFE Growth ETF worth $730K as of Q2 2026.
Evercore Wealth Management bought 89 iShares MSCI EAFE Growth ETF shares in Q2 2026, an estimated $10.7K.
iShares MSCI EAFE Growth ETF made up 0.01% of Evercore Wealth Management's portfolio in Q2 2026, its #253 holding.
Evercore Wealth Management first reported a position in iShares MSCI EAFE Growth ETF in Q4 2022 and has held it in 15 quarters since.
Evercore Wealth Management's iShares MSCI EAFE Growth ETF position peaked at $14M in Q4 2022.
1,057 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q2 2026.

Based on Evercore Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.