Evercore Wealth Management’s iShares Core MSCI EAFE ETF IEFA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.82M | Sell |
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|
2025
Q1 | $1.65M | Sell |
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|
2024
Q4 | $2.11M | Buy |
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|
2024
Q3 | $2.35M | Hold |
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|
2024
Q2 | $2.18M | Sell |
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|
2024
Q1 | $2.31M | Sell |
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|
2023
Q4 | $2.32M | Buy |
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|
2023
Q3 | $1.26M | Buy |
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|
2023
Q2 | $1.29M | Sell |
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|
2023
Q1 | $1.39M | Sell |
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|
2022
Q4 | $1.29M | Sell |
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|
2022
Q3 | $1.14M | Sell |
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|
2022
Q2 | $1.29M | Sell |
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|
2022
Q1 | $1.57M | Sell |
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|
2021
Q4 | $1.78M | Hold |
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|
2021
Q3 | $1.77M | Sell |
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|
2021
Q2 | $1.83M | Sell |
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|
2021
Q1 | $1.85M | Sell |
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|
2020
Q4 | $1.85M | Buy |
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|
2020
Q3 | $1.54M | Buy |
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|
2020
Q2 | $1.24M | Sell |
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|
2020
Q1 | $1.89M | Buy |
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|
2019
Q4 | $1.66M | Buy |
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|
2019
Q3 | $1.5M | Sell |
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|
2019
Q2 | $1.84M | Buy |
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|
2019
Q1 | $1.8M | Sell |
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|
2018
Q4 | $1.69M | Buy |
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|
2018
Q3 | $1.97M | Buy |
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|
2018
Q2 | $1.71M | Buy |
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|
2018
Q1 | $769K | Hold |
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|
2017
Q4 | $772K | Hold |
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|
2017
Q3 | $749K | Hold |
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|
2017
Q2 | $711K | Buy |
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|
2017
Q1 | $504K | Buy |
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|
2016
Q4 | $182K | Sell |
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|
2016
Q3 | $284K | Buy |
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|
2016
Q2 | $46K | Buy |
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