EWM
Evercore Wealth Management’s iShare MSCI Eurozone ETF EZU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q1 | – | Sell |
-820
| Closed | -$36K | – | 493 |
|
|
2017
Q4 | $36K | Hold |
820
| – | – | ﹤0.01% | 627 |
|
|
2017
Q3 | $36K | Hold |
820
| – | – | ﹤0.01% | 618 |
|
|
2017
Q2 | $33K | Sell |
820
-3,605
| -81% | -$145K | ﹤0.01% | 632 |
|
|
2017
Q1 | $166K | Buy |
+4,425
| New | +$166K | 0.01% | 395 |
|
|
2014
Q3 | – | Sell |
-3,467
| Closed | -$147K | – | 947 |
|
|
2014
Q2 | $147K | Buy |
3,467
+1,123
| +48% | +$47.6K | 0.01% | 445 |
|
|
2014
Q1 | $99K | Buy |
+2,344
| New | +$99K | 0.01% | 487 |
|