EWM
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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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
ANTB
AMG National Trust Bank Greenwood Village, Colorado $4.61B AUM 19.2% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
RFC
Regions Financial Corp Birmingham, Alabama $15.4B AUM 21.7% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
FMI
Factory Mutual Insurance Waltham, Massachusetts $8.89B AUM 25.87% 1-Year Est. Return