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Evercore Wealth Management’s iShares MSCI Italy ETF EWI Stock Holding History

Evercore Wealth Management’s Portfolio EWI Stock Details EWI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q2 		– Sell
-1,712
Closed -$44K – 993
2017
Q1 		$44K Buy
+1,712
New +$41.9K ﹤0.01% 623
2015
Q3 		– Sell
-26
Closed -$1K – 986
2015
Q2 		$1K Buy
+26
New +$802 ﹤0.01% 1043

Other funds holding EWI

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
SO
STRS Ohio Columbus, Ohio $25.2B AUM 30.31% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
PL
Polianta Ltd St Helier, Jersey $809M AUM 10% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Axa
Axa Paris, France $256M AUM 25.01% 1-Year Est. Return

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

Evercore Wealth Management sold out of iShares MSCI Italy ETF (EWI) in Q2 2017, closing a stake of 1,712 shares — an estimated $44K sold.

Evercore Wealth Management first reported a position in EWI in Q2 2015 and held it in 2 quarters. The position peaked at $44K in Q1 2017. 75 funds tracked by Wall St. Rank hold EWI as of Q2 2017.

  • Evercore Wealth Management reported no remaining iShares MSCI Italy ETF position as of Q2 2017 after selling out during the quarter.
  • Evercore Wealth Management sold 1,712 iShares MSCI Italy ETF shares in Q2 2017, an estimated $44K.
  • Evercore Wealth Management first reported a position in iShares MSCI Italy ETF in Q2 2015 and held it in 2 quarters.
  • Evercore Wealth Management's iShares MSCI Italy ETF position peaked at $44K in Q1 2017.
  • 75 funds tracked by Wall St. Rank held iShares MSCI Italy ETF as of Q2 2017.

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