Evercore Wealth Management, LLC Msci Eafe Growth ETF Transaction History

Evercore Wealth Management, LLC

$6.56 Billion
Q3 2025

A detailed history of Evercore Wealth Management, LLC transactions in Msci Eafe Growth ETF stock. As of the latest transaction made, Evercore Wealth Management, LLC holds 5,802 shares of EFG stock, worth $665,721. This represents 0.01% of its overall portfolio holdings.

Number of Shares

5,802

Previous 5,877 1.28%

Holding current value

$665,721

Previous $658,000 0.3%

% of portfolio

0.01%

Previous 0.01%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 14, 2025	SELL	$106.99 - $114.46 $8,024 - $8,584	-75 Reduced 1.28%	5,802 $660,000
Q4 2024 Feb 14, 2025	SELL	$96.83 - $106.88 $457,328 - $504,794	-4,723 Reduced 44.56%	5,877 $569,000
Q3 2024 Nov 14, 2024	SELL	$96.84 - $108.77 $39,704 - $44,595	-410 Reduced 3.72%	10,600 $1.14 Million
Q2 2024 Aug 14, 2024	SELL	$97.17 - $106.25 $97,170 - $106,250	-1,000 Reduced 8.33%	11,010 $1.13 Million
Q4 2023 Feb 14, 2024	SELL	$82.53 - $96.98 $15,268 - $17,941	-185 Reduced 1.52%	12,010 $1.16 Million

Q2 2023 Aug 04, 2023	SELL	$93.15 - $96.95 $160,683 - $167,238	-1,725 Reduced 12.39%	12,195 $1.16 Million
Q1 2023 May 15, 2023	SELL	$84.36 - $93.68 $12.9 Million - $14.3 Million	-152,682 Reduced 91.64%	13,920 $1.3 Million
Q4 2022 Feb 14, 2023	BUY	$72.2 - $88.14 $12 Million - $14.7 Million	166,602 New	166,602 $14 Million

Others Institutions Holding EFG

# of Institutions

1,120

Shares Held

81.3M

Call Options Held

100

Put Options Held

View Full List

About MSCI EAFE GROWTH ETF

Ticker EFG
Sector ETFs
Industry ETFs

More about EFG

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Evercore Wealth Management, LLC Msci Eafe Growth ETF Transaction History