Evercore Wealth Management’s iShares MSCI South Korea ETF EWY Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2015
Q3
Sell
-182
Closed -$10K 995
2015
Q2
$10K Buy
182
+42
+30% +$2.46K ﹤0.01% 904
2015
Q1
$8K Buy
+140
New +$7.9K ﹤0.01% 891

Other funds holding EWY

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

Evercore Wealth Management sold out of iShares MSCI South Korea ETF (EWY) in Q3 2015, closing a stake of 182 shares — an estimated $10K sold.

Evercore Wealth Management first reported a position in EWY in Q1 2015 and held it in 2 quarters. The position peaked at $10K in Q2 2015. 182 funds tracked by Wall St. Rank hold EWY as of Q3 2015.

  • Evercore Wealth Management reported no remaining iShares MSCI South Korea ETF position as of Q3 2015 after selling out during the quarter.
  • Evercore Wealth Management sold 182 iShares MSCI South Korea ETF shares in Q3 2015, an estimated $10K.
  • Evercore Wealth Management first reported a position in iShares MSCI South Korea ETF in Q1 2015 and held it in 2 quarters.
  • Evercore Wealth Management's iShares MSCI South Korea ETF position peaked at $10K in Q2 2015.
  • 182 funds tracked by Wall St. Rank held iShares MSCI South Korea ETF as of Q3 2015.

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