EWM
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Evercore Wealth Management’s State Street SPDR S&P International Small Cap ETF GWX Stock Holding History

Evercore Wealth Management’s Portfolio GWX Stock Details GWX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q2 		– Sell
-26,951
Closed -$818K – 416
2019
Q1 		$818K Buy
+26,951
New +$804K 0.03% 221

Other funds holding GWX

State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CB
Commerce Bank Kansas City, Missouri $20.7B AUM 23.76% 1-Year Est. Return
BWM
Baystate Wealth Management Boston, Massachusetts $1.36B AUM 15.87% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
PC
Premise Capital Naperville, Illinois $77.3M AUM 14.7% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
NAS
Nicolet Advisory Services Green Bay, Wisconsin $1.48B AUM 17.28% 1-Year Est. Return
LFG
Larson Financial Group St Louis, Missouri $3.13B AUM 22.88% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return

Evercore Wealth Management's GWX Position: Q2 2019 in Review

Evercore Wealth Management sold out of State Street SPDR S&P International Small Cap ETF (GWX) in Q2 2019, closing a stake of 26,951 shares — an estimated $818K sold.

Evercore Wealth Management first reported a position in GWX in Q1 2019 and held it in 1 quarter. The position peaked at $818K in Q1 2019. 169 funds tracked by Wall St. Rank hold GWX as of Q2 2019.

  • Evercore Wealth Management reported no remaining State Street SPDR S&P International Small Cap ETF position as of Q2 2019 after selling out during the quarter.
  • Evercore Wealth Management sold 26,951 State Street SPDR S&P International Small Cap ETF shares in Q2 2019, an estimated $818K.
  • Evercore Wealth Management first reported a position in State Street SPDR S&P International Small Cap ETF in Q1 2019 and held it in 1 quarter.
  • Evercore Wealth Management's State Street SPDR S&P International Small Cap ETF position peaked at $818K in Q1 2019.
  • 169 funds tracked by Wall St. Rank held State Street SPDR S&P International Small Cap ETF as of Q2 2019.

Based on Evercore Wealth Management's 13F filing for Q2 2019, filed 13 Aug 2019.