EWM
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Evercore Wealth Management’s iShares US Utilities ETF IDU Stock Holding History

Evercore Wealth Management’s Portfolio IDU Stock Details IDU Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2016
Q4 		– Sell
-1,000
Closed -$123K – 1054
2016
Q3 		$123K Buy
+1,000
New +$123K 0.01% 448
2013
Q4 		– Sell
-80
Closed -$8K – 911
2013
Q3 		$8K Hold
80
– – ﹤0.01% 780
2013
Q2 		$8K Buy
+80
New +$8K ﹤0.01% 734