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

Evercore Wealth Management’s Portfolio EWN Stock Details EWN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q2 		– Sell
-800
Closed -$21K – 995
2017
Q1 		$21K Buy
+800
New +$20.4K ﹤0.01% 745
2015
Q3 		– Sell
-30
Closed -$1K – 989
2015
Q2 		$1K Buy
+30
New +$792 ﹤0.01% 1044

Other funds holding EWN

AII
AGF Investments Inc Toronto, Ontario, Canada $10.6B AUM 4.37% 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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
AGA
Accuvest Global Advisors Provo, Utah $107M AUM 6.41% 1-Year Est. Return
AIA
Arrow Investment Advisors Laurel, Maryland $93.9M AUM 10.95% 1-Year Est. Return
MLM
Mount Lucas Management Newtown, Pennsylvania $271M AUM 25.49% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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 $4.65B AUM 15.85% 1-Year Est. Return

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

Evercore Wealth Management sold out of iShares MSCI Netherlands ETF (EWN) in Q2 2017, closing a stake of 800 shares — an estimated $21K sold.

Evercore Wealth Management first reported a position in EWN in Q2 2015 and held it in 2 quarters. The position peaked at $21K in Q1 2017. 55 funds tracked by Wall St. Rank hold EWN as of Q2 2017.

  • Evercore Wealth Management reported no remaining iShares MSCI Netherlands ETF position as of Q2 2017 after selling out during the quarter.
  • Evercore Wealth Management sold 800 iShares MSCI Netherlands ETF shares in Q2 2017, an estimated $21K.
  • Evercore Wealth Management first reported a position in iShares MSCI Netherlands ETF in Q2 2015 and held it in 2 quarters.
  • Evercore Wealth Management's iShares MSCI Netherlands ETF position peaked at $21K in Q1 2017.
  • 55 funds tracked by Wall St. Rank held iShares MSCI Netherlands ETF as of Q2 2017.

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