EWM
Evercore Wealth Management’s iShares Core MSCI Pacific ETF IPAC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q1 | – | Sell |
-1,383
| Closed | -$82K | – | 561 |
|
|
2017
Q4 | $82K | Hold |
1,383
| – | – | ﹤0.01% | 501 |
|
|
2017
Q3 | $78K | Buy |
1,383
+685
| +98% | +$38.6K | ﹤0.01% | 505 |
|
|
2017
Q2 | $38K | Hold |
698
| – | – | ﹤0.01% | 615 |
|
|
2017
Q1 | $37K | Sell |
698
-270
| -28% | -$14.3K | ﹤0.01% | 643 |
|
|
2016
Q4 | $47K | Buy |
968
+270
| +39% | +$13.1K | ﹤0.01% | 617 |
|
|
2016
Q3 | $35K | Hold |
698
| – | – | ﹤0.01% | 675 |
|
|
2016
Q2 | $33K | Buy |
698
+456
| +188% | +$21.6K | ﹤0.01% | 664 |
|
|
2016
Q1 | $11K | Buy |
+242
| New | +$11K | ﹤0.01% | 797 |
|