EWM
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Evercore Wealth Management’s iShares MSCI Malaysia ETF EWM Stock Holding History

Evercore Wealth Management’s Portfolio EWM Stock Details EWM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q3 		– Sell
-143
Closed -$7K – 987
2015
Q2 		$7K Hold
143
– – ﹤0.01% 959
2015
Q1 		$8K Buy
+143
New +$7.57K ﹤0.01% 890
2013
Q4 		– Sell
-100
Closed -$6K – 884
2013
Q3 		$6K Hold
100
– – ﹤0.01% 815
2013
Q2 		$6K Buy
+100
New +$6.35K ﹤0.01% 753

Other funds holding EWM

State of Tennessee, Department of Treasury
State of Tennessee, Department of Treasury Nashville, Tennessee $29.8B AUM 29.48% 1-Year Est. Return
UIM
USS Investment Management London, United Kingdom $25.6B AUM 30.22% 1-Year Est. Return
H
Hexavest Montreal, Quebec, Canada $1.64B AUM 28.34% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
IG
ING Group Amsterdam, Netherlands $16.4B AUM 34.6% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
Teacher Retirement System of Texas
Teacher Retirement System of Texas Austin, Texas $24B AUM 29.51% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Evercore Wealth Management's EWM Position: Q3 2015 in Review

Evercore Wealth Management sold out of iShares MSCI Malaysia ETF (EWM) in Q3 2015, closing a stake of 143 shares — an estimated $7K sold.

Evercore Wealth Management first reported a position in EWM in Q2 2013 and held it in 4 quarters. The position peaked at $8K in Q1 2015. 69 funds tracked by Wall St. Rank hold EWM as of Q3 2015.

  • Evercore Wealth Management reported no remaining iShares MSCI Malaysia ETF position as of Q3 2015 after selling out during the quarter.
  • Evercore Wealth Management sold 143 iShares MSCI Malaysia ETF shares in Q3 2015, an estimated $7K.
  • Evercore Wealth Management first reported a position in iShares MSCI Malaysia ETF in Q2 2013 and held it in 4 quarters.
  • Evercore Wealth Management's iShares MSCI Malaysia ETF position peaked at $8K in Q1 2015.
  • 69 funds tracked by Wall St. Rank held iShares MSCI Malaysia ETF as of Q3 2015.

Based on Evercore Wealth Management's 13F filing for Q3 2015, filed 16 Nov 2015.