EWM
Evercore Wealth Management’s iShares Core MSCI EAFE ETF IEFA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.82M | Sell |
21,765
-80
| -0.4% | -$6.68K | 0.03% | 164 |
|
|
2025
Q1 | $1.65M | Sell |
21,845
-8,234
| -27% | -$623K | 0.03% | 169 |
|
|
2024
Q4 | $2.11M | Buy |
30,079
+23
| +0.1% | +$1.62K | 0.03% | 150 |
|
|
2024
Q3 | $2.35M | Hold |
30,056
| – | – | 0.04% | 149 |
|
|
2024
Q2 | $2.18M | Sell |
30,056
-1,041
| -3% | -$75.6K | 0.03% | 151 |
|
|
2024
Q1 | $2.31M | Sell |
31,097
-1,932
| -6% | -$143K | 0.04% | 152 |
|
|
2023
Q4 | $2.32M | Buy |
33,029
+13,486
| +69% | +$949K | 0.04% | 152 |
|
|
2023
Q3 | $1.26M | Buy |
19,543
+404
| +2% | +$26K | 0.02% | 187 |
|
|
2023
Q2 | $1.29M | Sell |
19,139
-1,644
| -8% | -$111K | 0.02% | 193 |
|
|
2023
Q1 | $1.39M | Sell |
20,783
-204
| -1% | -$13.6K | 0.03% | 181 |
|
|
2022
Q4 | $1.29M | Sell |
20,987
-599
| -3% | -$36.9K | 0.03% | 184 |
|
|
2022
Q3 | $1.14M | Sell |
21,586
-337
| -2% | -$17.8K | 0.03% | 187 |
|
|
2022
Q2 | $1.29M | Sell |
21,923
-634
| -3% | -$37.3K | 0.03% | 182 |
|
|
2022
Q1 | $1.57M | Sell |
22,557
-1,317
| -6% | -$91.5K | 0.03% | 181 |
|
|
2021
Q4 | $1.78M | Hold |
23,874
| – | – | 0.03% | 174 |
|
|
2021
Q3 | $1.77M | Sell |
23,874
-640
| -3% | -$47.5K | 0.03% | 175 |
|
|
2021
Q2 | $1.84M | Sell |
24,514
-1,165
| -5% | -$87.2K | 0.03% | 177 |
|
|
2021
Q1 | $1.85M | Sell |
25,679
-1,071
| -4% | -$77.2K | 0.04% | 174 |
|
|
2020
Q4 | $1.85M | Buy |
26,750
+1,120
| +4% | +$77.4K | 0.04% | 165 |
|
|
2020
Q3 | $1.55M | Buy |
25,630
+3,962
| +18% | +$239K | 0.04% | 162 |
|
|
2020
Q2 | $1.24M | Sell |
21,668
-16,154
| -43% | -$924K | 0.03% | 176 |
|
|
2020
Q1 | $1.89M | Buy |
37,822
+12,362
| +49% | +$617K | 0.06% | 134 |
|
|
2019
Q4 | $1.66M | Buy |
25,460
+850
| +3% | +$55.5K | 0.04% | 170 |
|
|
2019
Q3 | $1.5M | Sell |
24,610
-5,398
| -18% | -$330K | 0.04% | 169 |
|
|
2019
Q2 | $1.84M | Buy |
30,008
+356
| +1% | +$21.9K | 0.06% | 157 |
|
|
2019
Q1 | $1.8M | Sell |
29,652
-1,135
| -4% | -$69K | 0.06% | 156 |
|
|
2018
Q4 | $1.69M | Buy |
30,787
+114
| +0.4% | +$6.27K | 0.06% | 144 |
|
|
2018
Q3 | $1.97M | Buy |
30,673
+3,626
| +13% | +$232K | 0.06% | 147 |
|
|
2018
Q2 | $1.71M | Buy |
27,047
+15,369
| +132% | +$974K | 0.06% | 152 |
|
|
2018
Q1 | $769K | Hold |
11,678
| – | – | 0.03% | 203 |
|
|
2017
Q4 | $772K | Hold |
11,678
| – | – | 0.03% | 211 |
|
|
2017
Q3 | $749K | Hold |
11,678
| – | – | 0.03% | 208 |
|
|
2017
Q2 | $711K | Buy |
11,678
+2,988
| +34% | +$182K | 0.03% | 212 |
|
|
2017
Q1 | $504K | Buy |
8,690
+5,295
| +156% | +$307K | 0.02% | 258 |
|
|
2016
Q4 | $182K | Sell |
3,395
-1,750
| -34% | -$93.8K | 0.01% | 390 |
|
|
2016
Q3 | $284K | Buy |
5,145
+4,250
| +475% | +$235K | 0.01% | 316 |
|
|
2016
Q2 | $46K | Buy |
+895
| New | +$46K | ﹤0.01% | 599 |
|