Evergreen Capital Management’s iShares MSCI EAFE ETF EFA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $2.78M | Buy |
28,656
+170
| +0.6% | +$17K | 0.06% | 267 |
|
|
2025
Q4 | $2.74M | Buy |
28,486
+11,624
| +69% | +$1.1M | 0.06% | 262 |
|
|
2025
Q3 | $1.57M | Buy |
16,862
+561
| +3% | +$51K | 0.04% | 323 |
|
|
2025
Q2 | $1.46M | Sell |
16,301
-354
| -2% | -$30.2K | 0.04% | 303 |
|
|
2025
Q1 | $1.36M | Buy |
16,655
+255
| +2% | +$20.6K | 0.05% | 291 |
|
|
2024
Q4 | $1.24M | Sell |
16,400
-438
| -3% | -$34.7K | 0.04% | 305 |
|
|
2024
Q3 | $1.41M | Buy |
16,838
+233
| +1% | +$18.7K | 0.05% | 290 |
|
|
2024
Q2 | $1.3M | Buy |
16,605
+1,356
| +9% | +$107K | 0.05% | 282 |
|
|
2024
Q1 | $1.22M | Hold |
15,249
| – | – | 0.05% | 276 |
|
|
2023
Q4 | $1.15M | Buy |
15,249
+1,101
| +8% | +$77.8K | 0.05% | 276 |
|
|
2023
Q3 | $975K | Sell |
14,148
-1,415
| -9% | -$101K | 0.04% | 289 |
|
|
2023
Q2 | $1.13M | Buy |
15,563
+106
| +0.7% | +$7.7K | 0.05% | 277 |
|
|
2023
Q1 | $1.11M | Buy |
15,457
+1,196
| +8% | +$83.7K | 0.05% | 272 |
|
|
2022
Q4 | $936K | Sell |
14,261
-4,575
| -24% | -$287K | 0.04% | 285 |
|
|
2022
Q3 | $1.05M | Buy |
18,836
+6,078
| +48% | +$379K | 0.06% | 256 |
|
|
2022
Q2 | $797K | Sell |
12,758
-386
| -3% | -$26.3K | 0.04% | 273 |
|
|
2022
Q1 | $967K | Buy |
13,144
+2
| +0% | +$150 | 0.04% | 290 |
|
|
2021
Q4 | $1.03M | Buy |
13,142
+1,235
| +10% | +$97.8K | 0.04% | 277 |
|
|
2021
Q3 | $929K | Buy |
11,907
+2,937
| +33% | +$235K | 0.04% | 287 |
|
|
2021
Q2 | $708K | Buy |
8,970
+8
| +0.1% | +$636 | 0.03% | 297 |
|
|
2021
Q1 | $680K | Sell |
8,962
-70
| -0.8% | -$5.27K | 0.03% | 292 |
|
|
2020
Q4 | $659K | Buy |
9,032
+76
| +0.8% | +$5.2K | 0.04% | 259 |
|
|
2020
Q3 | $570K | Buy |
8,956
+346
| +4% | +$22.1K | 0.04% | 248 |
|
|
2020
Q2 | $524K | Sell |
8,610
-1,273
| -13% | -$73.6K | 0.04% | 238 |
|
|
2020
Q1 | $528K | Hold |
9,883
| – | – | 0.05% | 213 |
|
|
2019
Q4 | $686K | Buy |
9,883
+18
| +0.2% | +$1.22K | 0.06% | 199 |
|
|
2019
Q3 | $643K | Sell |
9,865
-350
| -3% | -$22.6K | 0.06% | 194 |
|
|
2019
Q2 | $671K | Buy |
10,215
+225
| +2% | +$14.7K | 0.06% | 190 |
|
|
2019
Q1 | $648K | Sell |
9,990
-525
| -5% | -$33.1K | 0.07% | 188 |
|
|
2018
Q4 | $618K | Buy |
10,515
+688
| +7% | +$43K | 0.06% | 192 |
|
|
2018
Q3 | $668K | Hold |
9,827
| – | – | 0.06% | 196 |
|
|
2018
Q2 | $658K | Sell |
9,827
-1,529
| -13% | -$107K | 0.06% | 192 |
|
|
2018
Q1 | $791K | Buy |
11,356
+781
| +7% | +$55.7K | 0.08% | 162 |
|
|
2017
Q4 | $744K | Hold |
10,575
| – | – | 0.08% | 154 |
|
|
2017
Q3 | $724K | Buy |
10,575
+2,362
| +29% | +$158K | 0.08% | 139 |
|
|
2017
Q2 | $535K | Buy |
8,213
+750
| +10% | +$48.5K | 0.09% | 98 |
|
|
2017
Q1 | $465K | Hold |
7,463
| – | – | 0.1% | 85 |
|
|
2016
Q4 | $431K | Hold |
7,463
| – | – | 0.08% | 93 |
|
|
2016
Q3 | $441K | Hold |
7,463
| – | – | 0.09% | 82 |
|
|
2016
Q2 | $417K | Hold |
7,463
| – | – | 0.09% | 81 |
|
|
2016
Q1 | $427K | Sell |
7,463
-1,463
| -16% | -$80.6K | 0.1% | 73 |
|
|
2015
Q4 | $524K | Hold |
8,926
| – | – | 0.13% | 73 |
|
|
2015
Q3 | $512K | Hold |
8,926
| – | – | 0.13% | 71 |
|
|
2015
Q2 | $567K | Hold |
8,926
| – | – | 0.14% | 73 |
|
|
2015
Q1 | $573K | Buy |
+8,926
| New | +$562K | 0.13% | 79 |
|
Other funds holding EFA
NMIMC
Evergreen Capital Management's EFA Position: Q1 2026 in Review
Evergreen Capital Management increased its iShares MSCI EAFE ETF (EFA) stake by 0.6% in Q1 2026, buying an estimated $17K and bringing the position to 28,656 shares worth $2.78M. The position accounts for 0.06% of the portfolio, ranked #267.
Evergreen Capital Management first reported a position in EFA in Q1 2015 and has held it in 45 quarters since. 2,199 funds tracked by Wall St. Rank hold EFA as of Q1 2026.
- Evergreen Capital Management held 28,656 shares of iShares MSCI EAFE ETF worth $2.78M as of Q1 2026.
- Evergreen Capital Management bought 170 iShares MSCI EAFE ETF shares in Q1 2026, an estimated $17K.
- iShares MSCI EAFE ETF made up 0.06% of Evergreen Capital Management's portfolio in Q1 2026, its #267 holding.
- Evergreen Capital Management first reported a position in iShares MSCI EAFE ETF in Q1 2015 and has held it in 45 quarters since.
- 2,199 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q1 2026.
Based on Evergreen Capital Management's 13F filing for Q1 2026, filed 14 May 2026.