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Evercore Wealth Management’s iShares MSCI United Kingdom ETF EWU Stock Holding History

Evercore Wealth Management’s Portfolio EWU Stock Details EWU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q2 		– Sell
-2,112
Closed -$69K – 998
2017
Q1 		$69K Buy
+2,112
New +$67.1K ﹤0.01% 546
2015
Q3 		– Sell
-125
Closed -$5K – 993
2015
Q2 		$5K Buy
+125
New +$4.78K ﹤0.01% 986
2014
Q4 		– Sell
-235
Closed -$9K – 897
2014
Q3 		$9K Hold
235
– – ﹤0.01% 824
2014
Q2 		$10K Hold
235
– – ﹤0.01% 834
2014
Q1 		$10K Buy
+235
New +$9.69K ﹤0.01% 825

Other funds holding EWU

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PVH
Psagot Value Holdings Tel Aviv, Israel $11M AUM 32.09% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return

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

Evercore Wealth Management sold out of iShares MSCI United Kingdom ETF (EWU) in Q2 2017, closing a stake of 2,112 shares — an estimated $69K sold.

Evercore Wealth Management first reported a position in EWU in Q1 2014 and held it in 5 quarters. The position peaked at $69K in Q1 2017. 171 funds tracked by Wall St. Rank hold EWU as of Q2 2017.

  • Evercore Wealth Management reported no remaining iShares MSCI United Kingdom ETF position as of Q2 2017 after selling out during the quarter.
  • Evercore Wealth Management sold 2,112 iShares MSCI United Kingdom ETF shares in Q2 2017, an estimated $69K.
  • Evercore Wealth Management first reported a position in iShares MSCI United Kingdom ETF in Q1 2014 and held it in 5 quarters.
  • Evercore Wealth Management's iShares MSCI United Kingdom ETF position peaked at $69K in Q1 2017.
  • 171 funds tracked by Wall St. Rank held iShares MSCI United Kingdom ETF as of Q2 2017.

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