Evergreen Capital Management’s iShares MSCI Italy ETF EWI Stock Holding History

Evergreen Capital Management’s Portfolio EWI Stock Details EWI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q2	–	Sell	-19,935	Closed	-$554K	–	450
2019 Q1	$554K	Buy	+19,935	New	+$527K	0.06%	203
2018 Q2	–	Sell	-15,786	Closed	-$508K	–	378
2018 Q1	$508K	Buy	15,786 +5,905	+60%	+$192K	0.05%	202
2017 Q4	$301K	Buy	+9,881	New	+$305K	0.03%	193
2017 Q3	–	Sell	-7,420	Closed	-$206K	–	186
2017 Q2	$206K	Buy	+7,420	New	+$202K	0.03%	132

Other funds holding EWI

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return

AII

AGF Investments Inc Toronto, Ontario, Canada $10.6B AUM 4.37% 1-Year Est. Return

Axa Paris, France $91.9M AUM 27.41% 1-Year Est. Return

CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

CCA

Catalyst Capital Advisors Huntington, New York $6.03B AUM 24.5% 1-Year Est. Return

MRC

Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return

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

Evergreen Capital Management's EWI Position: Q2 2019 in Review

Evergreen Capital Management sold out of iShares MSCI Italy ETF (EWI) in Q2 2019, closing a stake of 19,935 shares — an estimated $554K sold.

Evergreen Capital Management first reported a position in EWI in Q2 2017 and held it in 4 quarters. The position peaked at $554K in Q1 2019. 63 funds tracked by Wall St. Rank hold EWI as of Q2 2019.

Evergreen Capital Management reported no remaining iShares MSCI Italy ETF position as of Q2 2019 after selling out during the quarter.
Evergreen Capital Management sold 19,935 iShares MSCI Italy ETF shares in Q2 2019, an estimated $554K.
Evergreen Capital Management first reported a position in iShares MSCI Italy ETF in Q2 2017 and held it in 4 quarters.
Evergreen Capital Management's iShares MSCI Italy ETF position peaked at $554K in Q1 2019.
63 funds tracked by Wall St. Rank held iShares MSCI Italy ETF as of Q2 2019.

Based on Evergreen Capital Management's 13F filing for Q2 2019, filed 14 Aug 2019.