Evercore Wealth Management, LLC Ishares Tr Msci Eafe ETF Transaction History

Evercore Wealth Management, LLC

$6.47 Billion
Q4 2024

A detailed history of Evercore Wealth Management, LLC transactions in Ishares Tr Msci Eafe ETF stock. As of the latest transaction made, Evercore Wealth Management, LLC holds 184,528 shares of EFA stock, worth $15.2 Million. This represents 0.22% of its overall portfolio holdings.

Number of Shares

184,528

Previous 190,633 3.2%

Holding current value

$15.2 Million

Previous $15.9 Million 12.48%

% of portfolio

0.22%

Previous 0.24%

30 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 14, 2025	SELL	$75.1 - $82.99 $458,485 - $506,653	-6,105 Reduced 3.2%	184,528 $14 Million
Q3 2024 Nov 14, 2024	SELL	$75.32 - $84.37 $971,703 - $1.09 Million	-12,901 Reduced 6.34%	190,633 $15.9 Million
Q2 2024 Aug 14, 2024	SELL	$76.09 - $82.16 $405,864 - $438,241	-5,334 Reduced 2.55%	203,534 $15.9 Million
Q1 2024 May 15, 2024	SELL	$73.11 - $80.04 $343,470 - $376,027	-4,698 Reduced 2.2%	208,868 $16.7 Million
Q4 2023 Feb 14, 2024	SELL	$65.84 - $75.47 $180,138 - $206,485	-2,736 Reduced 1.26%	213,566 $16.1 Million
Q3 2023 Nov 14, 2023	BUY	$68.56 - $74.46 $1.14 Million - $1.24 Million	16,587 Added 8.31%	216,302 $14.9 Million
Q2 2023 Aug 04, 2023	SELL	$70.67 - $73.9 $127,912 - $133,759	-1,810 Reduced 0.9%	199,715 $14.5 Million
Q1 2023 May 15, 2023	SELL	$66.22 - $72.19 $68,471 - $74,644	-1,034 Reduced 0.51%	201,525 $14.4 Million
Q4 2022 Feb 14, 2023	SELL	$55.71 - $67.79 $826,513 - $1.01 Million	-14,836 Reduced 6.82%	202,559 $13.3 Million
Q3 2022 Nov 14, 2022	SELL	$55.54 - $66.76 $981,613 - $1.18 Million	-17,674 Reduced 7.52%	217,395 $12.2 Million
Q2 2022 Aug 15, 2022	SELL	$61.48 - $74.59 $419,293 - $508,703	-6,820 Reduced 2.82%	235,069 $14.7 Million
Q1 2022 May 16, 2022	BUY	$66.84 - $79.66 $349,038 - $415,984	5,222 Added 2.21%	241,889 $17.8 Million
Q4 2021 Feb 14, 2022	BUY	$76.4 - $81.83 $1.24 Million - $1.33 Million	16,224 Added 7.36%	236,667 $18.6 Million
Q3 2021 Nov 15, 2021	SELL	$76.9 - $82.13 $301,217 - $321,703	-3,917 Reduced 1.75%	220,443 $17.2 Million
Q2 2021 Aug 16, 2021	SELL	$76.86 - $81.95 $975,660 - $1.04 Million	-12,694 Reduced 5.35%	224,360 $17.7 Million
Q1 2021 May 17, 2021	SELL	$72.39 - $76.92 $2.16 Million - $2.29 Million	-29,792 Reduced 11.16%	237,054 $18 Million
Q4 2020 Feb 16, 2021	SELL	$61.39 - $73.52 $1.18 Million - $1.41 Million	-19,153 Reduced 6.7%	266,846 $19.5 Million
Q3 2020 Nov 16, 2020	SELL	$61.1 - $65.92 $1.55 Million - $1.67 Million	-25,366 Reduced 8.15%	285,999 $18.2 Million
Q2 2020 Aug 13, 2020	SELL	$50.9 - $64.65 $3.67 Million - $4.67 Million	-72,175 Reduced 18.82%	311,365 $19 Million
Q1 2020 May 14, 2020	SELL	$46.5 - $70.38 $1.32 Million - $2 Million	-28,403 Reduced 6.89%	383,540 $20.5 Million
Q4 2019 Feb 13, 2020	BUY	$63.25 - $69.66 $788,917 - $868,869	12,473 Added 3.12%	411,943 $28.6 Million
Q3 2019 Nov 14, 2019	BUY	$61.3 - $66.68 $14,466 - $15,736	236 Added 0.06%	399,470 $26.1 Million
Q2 2019 Aug 13, 2019	BUY	$63.4 - $66.99 $305,461 - $322,757	4,818 Added 1.22%	399,234 $26.2 Million
Q1 2019 May 14, 2019	SELL	$58.13 - $65.61 $2.9 Million - $3.27 Million	-49,808 Reduced 11.21%	394,416 $25.6 Million
Q4 2018 Feb 13, 2019	BUY	$56.89 - $68.07 $9.25 Million - $11.1 Million	162,656 Added 57.77%	444,224 $26.1 Million
Q3 2018 Nov 13, 2018	BUY	$65.43 - $68.98 $1.31 Million - $1.38 Million	19,961 Added 7.63%	281,568 $19.1 Million
Q2 2018 Aug 14, 2018	BUY	$66.35 - $71.9 $1.04 Million - $1.12 Million	15,627 Added 6.35%	261,607 $17.5 Million
Q1 2018 May 15, 2018	BUY	$67.94 - $75.25 $563,222 - $623,822	8,290 Added 3.49%	245,980 $17.1 Million
Q4 2017 Feb 13, 2018	BUY	$68.42 - $70.8 $187,539 - $194,062	2,741 Added 1.17%	237,690 $16.7 Million
Q3 2017 Nov 13, 2017	BUY	$66.39 - $68.48 $15.6 Million - $16.1 Million	234,949	234,949 $16.1 Million

Others Institutions Holding EFA

# of Institutions

2,207

Shares Held

588M

Call Options Held

70.5M

Put Options Held

87M

View Full List

About ISHARES TR MSCI EAFE ETF

Ticker EFA
Sector ETFs
Industry ETFs

More about EFA

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Evercore Wealth Management, LLC Ishares Tr Msci Eafe ETF Transaction History