Evercore Wealth Management’s iShares MSCI Canada ETF EWC Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q2	–	Sell	-2,875	Closed	-$77K	–	989
2017 Q1	$77K	Buy	+2,875	New	+$77.6K	﹤0.01%	528
2015 Q3	–	Sell	-464	Closed	-$12K	–	982
2015 Q2	$12K	Buy	464 +84	+22%	+$2.38K	﹤0.01%	868
2015 Q1	$10K	Buy	+380	New	+$10.4K	﹤0.01%	860

Other funds holding EWC

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

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

Evercore Wealth Management sold out of iShares MSCI Canada ETF (EWC) in Q2 2017, closing a stake of 2,875 shares — an estimated $77K sold.

Evercore Wealth Management first reported a position in EWC in Q1 2015 and held it in 3 quarters. The position peaked at $77K in Q1 2017. 219 funds tracked by Wall St. Rank hold EWC as of Q2 2017.

Evercore Wealth Management reported no remaining iShares MSCI Canada ETF position as of Q2 2017 after selling out during the quarter.
Evercore Wealth Management sold 2,875 iShares MSCI Canada ETF shares in Q2 2017, an estimated $77K.
Evercore Wealth Management first reported a position in iShares MSCI Canada ETF in Q1 2015 and held it in 3 quarters.
Evercore Wealth Management's iShares MSCI Canada ETF position peaked at $77K in Q1 2017.
219 funds tracked by Wall St. Rank held iShares MSCI Canada ETF as of Q2 2017.

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