EWM
EWQ icon

Evercore Wealth Management’s iShares MSCI France ETF EWQ Stock Holding History

Evercore Wealth Management’s Portfolio EWQ Stock Details EWQ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q2 		– Sell
-2,300
Closed -$61K – 996
2017
Q1 		$61K Buy
+2,300
New +$58.3K ﹤0.01% 566
2015
Q3 		– Sell
-104
Closed -$3K – 991
2015
Q2 		$3K Buy
+104
New +$2.81K ﹤0.01% 1008

Other funds holding EWQ

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
PVH
Psagot Value Holdings Tel Aviv, Israel $11M AUM 32.09% 1-Year Est. Return
GH
GAM Holding Zurich, Switzerland $1.57B AUM 25.73% 1-Year Est. Return
AGA
Accuvest Global Advisors Provo, Utah $107M AUM 6.41% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
KHLMVGHM
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet Tel Aviv, Israel $1.53B AUM 20.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JIR
James Investment Research Alpha, Ohio $891M AUM 30.4% 1-Year Est. Return
ZIM
Zacks Investment Management Chicago, Illinois $12.5B AUM 29.36% 1-Year Est. Return

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

Evercore Wealth Management sold out of iShares MSCI France ETF (EWQ) in Q2 2017, closing a stake of 2,300 shares — an estimated $61K sold.

Evercore Wealth Management first reported a position in EWQ in Q2 2015 and held it in 2 quarters. The position peaked at $61K in Q1 2017. 94 funds tracked by Wall St. Rank hold EWQ as of Q2 2017.

  • Evercore Wealth Management reported no remaining iShares MSCI France ETF position as of Q2 2017 after selling out during the quarter.
  • Evercore Wealth Management sold 2,300 iShares MSCI France ETF shares in Q2 2017, an estimated $61K.
  • Evercore Wealth Management first reported a position in iShares MSCI France ETF in Q2 2015 and held it in 2 quarters.
  • Evercore Wealth Management's iShares MSCI France ETF position peaked at $61K in Q1 2017.
  • 94 funds tracked by Wall St. Rank held iShares MSCI France ETF as of Q2 2017.

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