EWM
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Evercore Wealth Management’s iShares MSCI Hong Kong ETF EWH Stock Holding History

Evercore Wealth Management’s Portfolio EWH Stock Details EWH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q1 		– Sell
-9
Closed – – 488
2017
Q4 		$0 Hold
9
– – ﹤0.01% 915
2017
Q3 		$0 Hold
9
– – ﹤0.01% 921
2017
Q2 		$0 Sell
9
-1,525
-99% -$35.4K ﹤0.01% 992
2017
Q1 		$34K Buy
+1,534
New +$32.8K ﹤0.01% 666
2015
Q3 		– Sell
-30
Closed -$1K – 985
2015
Q2 		$1K Buy
+30
New +$709 ﹤0.01% 1042

Other funds holding EWH

PP
Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return
PPFA
Provida Pension Fund Administrator Las Condes, Santiago, Chile $5.78B AUM 21.16% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PVH
Psagot Value Holdings Tel Aviv, Israel $11M AUM 32.09% 1-Year Est. Return
HHGC
Hunting Hill Global Capital New York $129M AUM 17.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Evercore Wealth Management's EWH Position: Q1 2018 in Review

Evercore Wealth Management sold out of iShares MSCI Hong Kong ETF (EWH) in Q1 2018, closing a stake of 9 shares.

Evercore Wealth Management first reported a position in EWH in Q2 2015 and held it in 5 quarters. The position peaked at $34K in Q1 2017. 168 funds tracked by Wall St. Rank hold EWH as of Q1 2018.

  • Evercore Wealth Management reported no remaining iShares MSCI Hong Kong ETF position as of Q1 2018 after selling out during the quarter.
  • Evercore Wealth Management sold 9 iShares MSCI Hong Kong ETF shares in Q1 2018.
  • Evercore Wealth Management first reported a position in iShares MSCI Hong Kong ETF in Q2 2015 and held it in 5 quarters.
  • Evercore Wealth Management's iShares MSCI Hong Kong ETF position peaked at $34K in Q1 2017.
  • 168 funds tracked by Wall St. Rank held iShares MSCI Hong Kong ETF as of Q1 2018.

Based on Evercore Wealth Management's 13F filing for Q1 2018, filed 15 May 2018.