EWM
Evercore Wealth Management’s SPDR MSCI ACWI ex-US ETF CWI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q4 | – | Sell |
-8,106
| Closed | -$263K | – | 1031 |
|
|
2016
Q3 | $263K | Buy |
+8,106
| New | +$263K | 0.01% | 326 |
|
|
2016
Q1 | – | Sell |
-1,084
| Closed | -$33K | – | 952 |
|
|
2015
Q4 | $33K | Sell |
1,084
-38
| -3% | -$1.16K | ﹤0.01% | 666 |
|
|
2015
Q3 | $34K | Buy |
+1,122
| New | +$34K | ﹤0.01% | 651 |
|