EWM
Evercore Wealth Management’s iShares MSCI Europe Financials ETF EUFN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q1 | – | Sell |
-1,173
| Closed | -$27K | – | 484 |
|
|
2017
Q4 | $27K | Hold |
1,173
| – | – | ﹤0.01% | 669 |
|
|
2017
Q3 | $28K | Hold |
1,173
| – | – | ﹤0.01% | 645 |
|
|
2017
Q2 | $26K | Hold |
1,173
| – | – | ﹤0.01% | 669 |
|
|
2017
Q1 | $24K | Buy |
1,173
+778
| +197% | +$15.9K | ﹤0.01% | 724 |
|
|
2016
Q4 | $7K | Hold |
395
| – | – | ﹤0.01% | 852 |
|
|
2016
Q3 | $7K | Buy |
+395
| New | +$7K | ﹤0.01% | 899 |
|