EVERCORE WEALTH MANAGEMENT, LLC – iShares MSCI USA ESG Select ETF Transaction History
EVERCORE WEALTH MANAGEMENT, LLC portfolio value:
$1.01M
portfolio value
EVERCORE WEALTH MANAGEMENT, LLC quarter portfolio value change:
-5.92%
quarter
iShares MSCI USA ESG Select ETF 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Decrease | -2.54% | -350 shares | -92K | $75.91 | 13.41K |
| Q2 2022 | share | 0.00% | 0 shares | -223K | $80.69 | 13.76K | |
| Q1 2022 | share | 0.00% | 0 shares | -129K | $96.84 | 13.76K | |
| Q4 2021 | share | 0.00% | 0 shares | 142K | $106.41 | 13.76K | |
| Q3 2021 | share | Decrease | -33.56% | -6.95K shares | -659K | $95.95 | 13.76K |
| Q2 2021 | share | 0.00% | 0 shares | 160K | $95.24 | 20.71K | |
| Q1 2021 | share | 0.00% | 0 shares | 114K | $87.37 | 20.71K | |
| Q4 2020 | share | 0.00% | 0 shares | 182K | $81.68 | 20.71K | |
| Q3 2020 | share | 0.00% | 0 shares | 138K | $72.71 | 20.71K | |
| Q2 2020 | share | 0.00% | 0 shares | 248K | $65.88 | 20.71K | |
| Q1 2020 | share | 0.00% | 0 shares | -251K | $53.9 | 20.71K | |
| Q4 2019 | share | 0.00% | 0 shares | 108K | $65.51 | 20.71K | |
| Q3 2019 | share | 0.00% | 0 shares | 18K | $60.18 | 20.71K | |
| Q2 2019 | share | Increase | +2.47% | 500 shares | 67K | $59.04 | 20.71K |
| Q1 2019 | share | Increase | +10.42% | 1.90K shares | 251K | $57.05 | 20.21K |
| Q4 2018 | share | 0.00% | 0 shares | -148K | $49.59 | 18.30K | |
| Q3 2018 | share | 0.00% | 0 shares | 60K | $57.11 | 18.30K | |
| Q2 2018 | share | 0.00% | 0 shares | 17K | $53.77 | 18.30K | |
| Q1 2018 | share | 0.00% | 0 shares | -2K | $52.6 | 18.30K | |
| Q4 2017 | share | 0.00% | 0 shares | 61K | $52.56 | 18.30K | |
| Q3 2017 | share | 0.00% | 0 shares | 20K | $49.25 | 18.30K | |
| Q2 2017 | share | 0.00% | 0 shares | 37K | $0 | 18.30K | |
| Q1 2017 | share | 0.00% | 0 shares | 57K | $0 | 18.30K | |
| Q4 2016 | share | 0.00% | 0 shares | 10K | $0 | 18.30K | |
| Q3 2016 | share | 0.00% | 0 shares | 41K | $0 | 18.30K | |
| Q2 2016 | share | 0.00% | 0 shares | 12K | $0 | 18.30K | |
| Q1 2016 | share | Decrease | -1.08% | -200 shares | 8K | $0 | 18.30K |