Evercore Wealth Management’s iShares MSCI Sweden ETF EWD Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q2	–	Sell	-800	Closed	-$25K	–	990
2017 Q1	$25K	Buy	+800	New	+$24.4K	﹤0.01%	719
2015 Q3	–	Sell	-23	Closed	-$1K	–	983
2015 Q2	$1K	Buy	+23	New	+$784	﹤0.01%	1041

Other funds holding EWD

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

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

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

VSWA

Vontobel Swiss Wealth Advisors Zurich, Switzerland $195M AUM 43.77% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

CCA

Catalyst Capital Advisors Huntington, New York $5.37B AUM 18.53% 1-Year Est. Return

MRC

Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return

FDCDDQ

Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $27.8B AUM 31.66% 1-Year Est. Return

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

Evercore Wealth Management sold out of iShares MSCI Sweden ETF (EWD) in Q2 2017, closing a stake of 800 shares — an estimated $25K sold.

Evercore Wealth Management first reported a position in EWD in Q2 2015 and held it in 2 quarters. The position peaked at $25K in Q1 2017. 66 funds tracked by Wall St. Rank hold EWD as of Q2 2017.

Evercore Wealth Management reported no remaining iShares MSCI Sweden ETF position as of Q2 2017 after selling out during the quarter.
Evercore Wealth Management sold 800 iShares MSCI Sweden ETF shares in Q2 2017, an estimated $25K.
Evercore Wealth Management first reported a position in iShares MSCI Sweden ETF in Q2 2015 and held it in 2 quarters.
Evercore Wealth Management's iShares MSCI Sweden ETF position peaked at $25K in Q1 2017.
66 funds tracked by Wall St. Rank held iShares MSCI Sweden ETF as of Q2 2017.

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