Evercore Wealth Management’s iShares MSCI Switzerland ETF EWL Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q2	–	Sell	-875	Closed	-$28K	–	994
2017 Q1	$28K	Buy	+875	New	+$27.1K	﹤0.01%	697
2015 Q3	–	Sell	-69	Closed	-$2K	–	988
2015 Q2	$2K	Buy	+69	New	+$2.4K	﹤0.01%	1028

Other funds holding EWL

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

PVH

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

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

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

KHLMVGHM

Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet Tel Aviv, Israel $2.44B AUM 24.95% 1-Year Est. Return

1CP

1607 Capital Partners Richmond, Virginia $1.15B AUM 12.28% 1-Year Est. Return

Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return

PAG

Pinnacle Advisory Group Columbia, Maryland $2.17B AUM 39.21% 1-Year Est. Return

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

Evercore Wealth Management sold out of iShares MSCI Switzerland ETF (EWL) in Q2 2017, closing a stake of 875 shares — an estimated $28K sold.

Evercore Wealth Management first reported a position in EWL in Q2 2015 and held it in 2 quarters. The position peaked at $28K in Q1 2017. 125 funds tracked by Wall St. Rank hold EWL as of Q2 2017.

Evercore Wealth Management reported no remaining iShares MSCI Switzerland ETF position as of Q2 2017 after selling out during the quarter.
Evercore Wealth Management sold 875 iShares MSCI Switzerland ETF shares in Q2 2017, an estimated $28K.
Evercore Wealth Management first reported a position in iShares MSCI Switzerland ETF in Q2 2015 and held it in 2 quarters.
Evercore Wealth Management's iShares MSCI Switzerland ETF position peaked at $28K in Q1 2017.
125 funds tracked by Wall St. Rank held iShares MSCI Switzerland ETF as of Q2 2017.

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