Evercore Wealth Management’s State Street SPDR Dow Jones International Real Estate ETF RWX Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q2	–	Sell	-8,452	Closed	-$291K	–	437
2021 Q1	$291K	Sell	8,452 -582	-6%	-$19.9K	0.01%	369
2020 Q4	$308K	Buy	9,034 +182	+2%	+$5.78K	0.01%	355
2020 Q3	$263K	Sell	8,852 -12,893	-59%	-$386K	0.01%	326
2020 Q2	$627K	Hold	21,745	–	–	0.02%	242
2020 Q1	$582K	Hold	21,745	–	–	0.02%	225
2019 Q4	$843K	Hold	21,745	–	–	0.02%	226
2019 Q3	$859K	Hold	21,745	–	–	0.03%	224
2019 Q2	$843K	Hold	21,745	–	–	0.03%	224
2019 Q1	$854K	Sell	21,745 -1,040	-5%	-$39.6K	0.03%	216
2018 Q4	$805K	Sell	22,785 -218	-0.9%	-$8.04K	0.03%	202
2018 Q3	$880K	Sell	23,003 -3,737	-14%	-$146K	0.03%	214
2018 Q2	$1.05M	Buy	26,740 +1,040	+4%	+$41.7K	0.04%	190
2018 Q1	$1.03M	Hold	25,700	–	–	0.04%	181
2017 Q4	$1.04M	Sell	25,700 -700	-3%	-$27.3K	0.04%	182
2017 Q3	$1.01M	Sell	26,400 -4,700	-15%	-$182K	0.04%	176
2017 Q2	$1.19M	Sell	31,100 -940	-3%	-$36.3K	0.05%	169
2017 Q1	$1.2M	Sell	32,040 -7,400	-19%	-$274K	0.05%	166
2016 Q4	$1.42M	Sell	39,440 -2,382	-6%	-$90.8K	0.06%	156
2016 Q3	$1.74M	Buy	41,822 +650	+2%	+$27.3K	0.07%	143
2016 Q2	$1.71M	Buy	41,172 +2,000	+5%	+$83.7K	0.08%	141
2016 Q1	$1.62M	Sell	39,172 -4,998	-11%	-$193K	0.07%	139
2015 Q4	$1.73M	Sell	44,170 -6,096	-12%	-$246K	0.08%	138
2015 Q3	$1.98M	Sell	50,266 -27,133	-35%	-$1.11M	0.09%	126
2015 Q2	$3.24M	Buy	77,399 +24,209	+46%	+$1.06M	0.15%	114
2015 Q1	$2.31M	Buy	+53,190	New	+$2.31M	0.11%	127
2014 Q4	–	Sell	-75,358	Closed	-$3.12M	–	963
2014 Q3	$3.12M	Buy	75,358 +29,192	+63%	+$1.28M	0.16%	115
2014 Q2	$2.04M	Sell	46,166 -92	-0.2%	-$3.98K	0.11%	138
2014 Q1	$1.9M	Sell	46,258 -15,869	-26%	-$645K	0.11%	132
2013 Q4	$2.56M	Buy	62,127 +34,790	+127%	+$1.47M	0.14%	128
2013 Q3	$1.15M	Sell	27,337 -390	-1%	-$15.9K	0.07%	199
2013 Q2	$1.1M	Buy	+27,727	New	+$1.2M	0.06%	201

Other funds holding RWX

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

MFM

MD Financial Management Ottawa, Ontario, Canada $4.15B AUM 11.74% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

VLKIM

Van Lanschot Kempen Investment Management Amsterdam, Netherlands $13.1B AUM 19.56% 1-Year Est. Return

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

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

M&T Bank Buffalo, New York $34.1B AUM 29.18% 1-Year Est. Return

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

Evercore Wealth Management's RWX Position: Q2 2021 in Review

Evercore Wealth Management sold out of State Street SPDR Dow Jones International Real Estate ETF (RWX) in Q2 2021, closing a stake of 8,452 shares — an estimated $291K sold.

Evercore Wealth Management first reported a position in RWX in Q2 2013 and held it in 31 quarters. The position peaked at $3.24M in Q2 2015. 174 funds tracked by Wall St. Rank hold RWX as of Q2 2021.

Evercore Wealth Management reported no remaining State Street SPDR Dow Jones International Real Estate ETF position as of Q2 2021 after selling out during the quarter.
Evercore Wealth Management sold 8,452 State Street SPDR Dow Jones International Real Estate ETF shares in Q2 2021, an estimated $291K.
Evercore Wealth Management first reported a position in State Street SPDR Dow Jones International Real Estate ETF in Q2 2013 and held it in 31 quarters.
Evercore Wealth Management's State Street SPDR Dow Jones International Real Estate ETF position peaked at $3.24M in Q2 2015.
174 funds tracked by Wall St. Rank held State Street SPDR Dow Jones International Real Estate ETF as of Q2 2021.

Based on Evercore Wealth Management's 13F filing for Q2 2021, filed 16 Aug 2021.