EWM
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Evercore Wealth Management’s iShares MSCI World ETF URTH Stock Holding History

Evercore Wealth Management’s Portfolio URTH Stock Details URTH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2018
Q1 		– Sell
-1,415
Closed -$125K – 764
2017
Q4 		$125K Hold
1,415
– – ﹤0.01% 427
2017
Q3 		$119K Hold
1,415
– – ﹤0.01% 431
2017
Q2 		$114K Hold
1,415
– – ﹤0.01% 442
2017
Q1 		$110K Buy
+1,415
New +$110K ﹤0.01% 461