Evercore Wealth Management’s iShares MSCI Australia ETF EWA Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q2	–	Sell	-1,550	Closed	-$35K	–	988
2017 Q1	$35K	Buy	+1,550	New	+$33.8K	﹤0.01%	659
2015 Q3	–	Sell	-713	Closed	-$15K	–	981
2015 Q2	$15K	Buy	713 +53	+8%	+$1.21K	﹤0.01%	839
2015 Q1	$15K	Buy	+660	New	+$15.1K	﹤0.01%	820

Other funds holding EWA

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

1CP

1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return

PVH

Psagot Value Holdings Tel Aviv, Israel $11M AUM 32.09% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

FMI

Factory Mutual Insurance Waltham, Massachusetts $8.89B AUM 25.87% 1-Year Est. Return

SG Americas Securities New York $92.9B AUM 36.98% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Evercore Wealth Management's EWA Position: Q2 2017 in Review

Evercore Wealth Management sold out of iShares MSCI Australia ETF (EWA) in Q2 2017, closing a stake of 1,550 shares — an estimated $35K sold.

Evercore Wealth Management first reported a position in EWA in Q1 2015 and held it in 3 quarters. The position peaked at $35K in Q1 2017. 179 funds tracked by Wall St. Rank hold EWA as of Q2 2017.

Evercore Wealth Management reported no remaining iShares MSCI Australia ETF position as of Q2 2017 after selling out during the quarter.
Evercore Wealth Management sold 1,550 iShares MSCI Australia ETF shares in Q2 2017, an estimated $35K.
Evercore Wealth Management first reported a position in iShares MSCI Australia ETF in Q1 2015 and held it in 3 quarters.
Evercore Wealth Management's iShares MSCI Australia ETF position peaked at $35K in Q1 2017.
179 funds tracked by Wall St. Rank held iShares MSCI Australia ETF as of Q2 2017.

Based on Evercore Wealth Management's 13F filing for Q2 2017, filed 11 Aug 2017.