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Evercore Wealth Management’s iShares MSCI Taiwan ETF EWT Stock Holding History

Evercore Wealth Management’s Portfolio EWT Stock Details EWT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q3 		– Sell
-50
Closed -$2K – 992
2015
Q2 		$2K Buy
+50
New +$1.61K ﹤0.01% 1029

Other funds holding EWT

Goldman Sachs
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State of Tennessee, Department of Treasury
State of Tennessee, Department of Treasury Nashville, Tennessee $29.8B AUM 29.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D Trenton, New Jersey $25.9B AUM 26.38% 1-Year Est. Return
NLI
Nippon Life Insurance Tokyo, Japan $6.04B AUM 4.21% 1-Year Est. Return

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

Evercore Wealth Management sold out of iShares MSCI Taiwan ETF (EWT) in Q3 2015, closing a stake of 50 shares — an estimated $2K sold.

Evercore Wealth Management first reported a position in EWT in Q2 2015 and held it in 1 quarter. The position peaked at $2K in Q2 2015. 175 funds tracked by Wall St. Rank hold EWT as of Q3 2015.

  • Evercore Wealth Management reported no remaining iShares MSCI Taiwan ETF position as of Q3 2015 after selling out during the quarter.
  • Evercore Wealth Management sold 50 iShares MSCI Taiwan ETF shares in Q3 2015, an estimated $2K.
  • Evercore Wealth Management first reported a position in iShares MSCI Taiwan ETF in Q2 2015 and held it in 1 quarter.
  • Evercore Wealth Management's iShares MSCI Taiwan ETF position peaked at $2K in Q2 2015.
  • 175 funds tracked by Wall St. Rank held iShares MSCI Taiwan ETF as of Q3 2015.

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