Evercore Wealth Management’s iShare MSCI Eurozone ETF EZU Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q1	–	Sell	-820	Closed	-$36K	–	493
2017 Q4	$36K	Hold	820	–	–	﹤0.01%	628
2017 Q3	$36K	Hold	820	–	–	﹤0.01%	618
2017 Q2	$33K	Sell	820 -3,605	-81%	-$144K	﹤0.01%	634
2017 Q1	$166K	Buy	+4,425	New	+$159K	0.01%	396
2014 Q3	–	Sell	-3,467	Closed	-$147K	–	947
2014 Q2	$147K	Buy	3,467 +1,123	+48%	+$48.2K	0.01%	445
2014 Q1	$99K	Buy	+2,344	New	+$96.2K	0.01%	487

Other funds holding EZU

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Bank of Nova Scotia Toronto, Ontario, Canada $66.2B AUM 46.3% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Evercore Wealth Management's EZU Position: Q1 2018 in Review

Evercore Wealth Management sold out of iShare MSCI Eurozone ETF (EZU) in Q1 2018, closing a stake of 820 shares — an estimated $36K sold.

Evercore Wealth Management first reported a position in EZU in Q1 2014 and held it in 6 quarters. The position peaked at $166K in Q1 2017. 267 funds tracked by Wall St. Rank hold EZU as of Q1 2018.

Evercore Wealth Management reported no remaining iShare MSCI Eurozone ETF position as of Q1 2018 after selling out during the quarter.
Evercore Wealth Management sold 820 iShare MSCI Eurozone ETF shares in Q1 2018, an estimated $36K.
Evercore Wealth Management first reported a position in iShare MSCI Eurozone ETF in Q1 2014 and held it in 6 quarters.
Evercore Wealth Management's iShare MSCI Eurozone ETF position peaked at $166K in Q1 2017.
267 funds tracked by Wall St. Rank held iShare MSCI Eurozone ETF as of Q1 2018.

Based on Evercore Wealth Management's 13F filing for Q1 2018, filed 15 May 2018.