Evercore Wealth Management’s iShares MSCI ACWI ex US ETF ACWX Stock Holding History

Evercore Wealth Management’s Portfolio ACWX Stock Details ACWX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q1	–	Sell	-1,800	Closed	-$90K	–	354
2017 Q4	$90K	Hold	1,800	–	–	﹤0.01%	485
2017 Q3	$87K	Buy	+1,800	New	+$85K	﹤0.01%	488
2017 Q2	–	Sell	-5	Closed	–	–	966
2017 Q1	$0	Buy	+5	New	+$212	﹤0.01%	983
2015 Q3	–	Sell	-4,325	Closed	-$191K	–	948
2015 Q2	$191K	Buy	+4,325	New	+$201K	0.01%	428

Other funds holding ACWX

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

ANTB

AMG National Trust Bank Greenwood Village, Colorado $4.88B AUM 24.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

RFC

Regions Financial Corp Birmingham, Alabama $16.8B AUM 26.68% 1-Year Est. Return

CIA

Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

FMI

Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return

Evercore Wealth Management's ACWX Position: Q1 2018 in Review

Evercore Wealth Management sold out of iShares MSCI ACWI ex US ETF (ACWX) in Q1 2018, closing a stake of 1,800 shares — an estimated $90K sold.

Evercore Wealth Management first reported a position in ACWX in Q2 2015 and held it in 4 quarters. The position peaked at $191K in Q2 2015. 235 funds tracked by Wall St. Rank hold ACWX as of Q1 2018.

Evercore Wealth Management reported no remaining iShares MSCI ACWI ex US ETF position as of Q1 2018 after selling out during the quarter.
Evercore Wealth Management sold 1,800 iShares MSCI ACWI ex US ETF shares in Q1 2018, an estimated $90K.
Evercore Wealth Management first reported a position in iShares MSCI ACWI ex US ETF in Q2 2015 and held it in 4 quarters.
Evercore Wealth Management's iShares MSCI ACWI ex US ETF position peaked at $191K in Q2 2015.
235 funds tracked by Wall St. Rank held iShares MSCI ACWI ex US ETF as of Q1 2018.

Based on Evercore Wealth Management's 13F filing for Q1 2018, filed 15 May 2018.