EWM
Evercore Wealth Management’s iShares MSCI ACWI ex US ETF ACWX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q1 | – | Sell |
-1,800
| Closed | -$90K | – | 354 |
|
|
2017
Q4 | $90K | Hold |
1,800
| – | – | ﹤0.01% | 484 |
|
|
2017
Q3 | $87K | Buy |
+1,800
| New | +$87K | ﹤0.01% | 488 |
|
|
2017
Q2 | – | Sell |
-5
| Closed | – | – | 964 |
|
|
2017
Q1 | $0 | Buy |
+5
| New | – | ﹤0.01% | 982 |
|
|
2015
Q3 | – | Sell |
-4,325
| Closed | -$191K | – | 948 |
|
|
2015
Q2 | $191K | Buy |
+4,325
| New | +$191K | 0.01% | 428 |
|