Evercore Wealth Management’s iShares MSCI Singapore ETF EWS Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q2	–	Sell	-600	Closed	-$14K	–	997
2017 Q1	$14K	Buy	+600	New	+$13.2K	﹤0.01%	795
2016 Q3	–	Sell	-735	Closed	-$16K	–	1032
2016 Q2	$16K	Hold	735	–	–	﹤0.01%	791
2016 Q1	$16K	Hold	735	–	–	﹤0.01%	752
2015 Q4	$15K	Hold	735	–	–	﹤0.01%	807
2015 Q3	$15K	Sell	735 -430	-37%	-$9.78K	﹤0.01%	786
2015 Q2	$29K	Hold	1,165	–	–	﹤0.01%	725
2015 Q1	$30K	Buy	+1,165	New	+$29.8K	﹤0.01%	714

Other funds holding EWS

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Hexavest Montreal, Quebec, Canada $1.64B AUM 28.34% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

ING Group Amsterdam, Netherlands $16.4B AUM 34.6% 1-Year Est. Return

SG Americas Securities New York $92.9B AUM 36.98% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

CCA

Catalyst Capital Advisors Huntington, New York $5.37B AUM 18.53% 1-Year Est. Return

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

Evercore Wealth Management sold out of iShares MSCI Singapore ETF (EWS) in Q2 2017, closing a stake of 600 shares — an estimated $14K sold.

Evercore Wealth Management first reported a position in EWS in Q1 2015 and held it in 7 quarters. The position peaked at $30K in Q1 2015. 111 funds tracked by Wall St. Rank hold EWS as of Q2 2017.

Evercore Wealth Management reported no remaining iShares MSCI Singapore ETF position as of Q2 2017 after selling out during the quarter.
Evercore Wealth Management sold 600 iShares MSCI Singapore ETF shares in Q2 2017, an estimated $14K.
Evercore Wealth Management first reported a position in iShares MSCI Singapore ETF in Q1 2015 and held it in 7 quarters.
Evercore Wealth Management's iShares MSCI Singapore ETF position peaked at $30K in Q1 2015.
111 funds tracked by Wall St. Rank held iShares MSCI Singapore ETF as of Q2 2017.

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