EWM
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Evercore Wealth Management’s iShares Core S&P US Growth ETF IUSG Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2014
Q1
Sell
-1,000
Closed -$71K 910
2013
Q4
$71K Hold
1,000
﹤0.01% 510
2013
Q3
$64K Hold
1,000
﹤0.01% 539
2013
Q2
$60K Buy
+1,000
New +$60K ﹤0.01% 547