EWM
Evercore Wealth Management’s iShares MSCI EAFE Small-Cap ETF SCZ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-4,499
| Closed | -$280K | – | 405 |
|
|
2019
Q4 | $280K | Hold |
4,499
| – | – | 0.01% | 348 |
|
|
2019
Q3 | $257K | Sell |
4,499
-326
| -7% | -$18.6K | 0.01% | 357 |
|
|
2019
Q2 | $277K | Buy |
+4,825
| New | +$277K | 0.01% | 352 |
|
|
2018
Q1 | – | Sell |
-352
| Closed | -$23K | – | 714 |
|
|
2017
Q4 | $23K | Hold |
352
| – | – | ﹤0.01% | 709 |
|
|
2017
Q3 | $22K | Hold |
352
| – | – | ﹤0.01% | 700 |
|
|
2017
Q2 | $20K | Buy |
+352
| New | +$20K | ﹤0.01% | 721 |
|