Evercore Wealth Management, LLC Ishares Msci Emerging Markets Transaction History

Evercore Wealth Management, LLC

$6.02 Billion
Q1 2025

A detailed history of Evercore Wealth Management, LLC transactions in Ishares Msci Emerging Markets stock. As of the latest transaction made, Evercore Wealth Management, LLC holds 19,661 shares of EEM stock, worth $972,039. This represents 0.01% of its overall portfolio holdings.

Number of Shares

19,661

Previous 19,987 1.63%

Holding current value

$972,039

Previous $835,000 2.87%

% of portfolio

0.01%

Previous 0.01%

30 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 15, 2025	SELL	$40.81 - $45.34 $13,304 - $14,780	-326 Reduced 1.63%	19,661 $859,000
Q4 2024 Feb 14, 2025	SELL	$41.82 - $47.36 $254,851 - $288,611	-6,094 Reduced 23.37%	19,987 $835,000
Q3 2024 Nov 14, 2024	SELL	$40.42 - $46.7 $64,591 - $74,626	-1,598 Reduced 5.77%	26,081 $1.2 Million
Q2 2024 Aug 14, 2024	SELL	$39.71 - $43.79 $32,721 - $36,082	-824 Reduced 2.89%	27,679 $1.18 Million
Q1 2024 May 15, 2024	SELL	$37.68 - $41.36 $233,502 - $256,307	-6,197 Reduced 17.86%	28,503 $1.17 Million
Q4 2023 Feb 14, 2024	SELL	$36.53 - $40.3 $125,334 - $138,269	-3,431 Reduced 9.0%	34,700 $1.4 Million
Q3 2023 Nov 14, 2023	SELL	$37.76 - $41.95 $95,834 - $106,469	-2,538 Reduced 6.24%	38,131 $1.45 Million
Q2 2023 Aug 04, 2023	BUY	$38.19 - $41.02 $29,062 - $31,216	761 Added 1.91%	40,669 $1.61 Million
Q4 2022 Feb 14, 2023	BUY	$33.93 - $39.54 $32,844 - $38,274	968 Added 2.49%	39,908 $1.51 Million
Q3 2022 Nov 14, 2022	BUY	$34.88 - $41.05 $111,720 - $131,483	3,203 Added 8.96%	38,940 $1.36 Million
Q2 2022 Aug 15, 2022	SELL	$39.4 - $46.71 $5,240 - $6,212	-133 Reduced 0.37%	35,737 $1.43 Million
Q1 2022 May 16, 2022	SELL	$41.54 - $50.85 $70,202 - $85,936	-1,690 Reduced 4.5%	35,870 $1.62 Million
Q4 2021 Feb 14, 2022	BUY	$47.44 - $52.5 $206,269 - $228,270	4,348 Added 13.09%	37,560 $1.84 Million
Q3 2021 Nov 15, 2021	SELL	$49.5 - $54.84 $1.64 Million - $1.81 Million	-33,057 Reduced 49.88%	33,212 $1.67 Million
Q2 2021 Aug 16, 2021	SELL	$52.01 - $56.09 $14,042 - $15,144	-270 Reduced 0.41%	66,269 $3.66 Million
Q1 2021 May 17, 2021	SELL	$51.68 - $57.96 $77,209 - $86,592	-1,494 Reduced 2.2%	66,539 $3.55 Million
Q4 2020 Feb 16, 2021	BUY	$43.99 - $51.7 $464,666 - $546,107	10,563 Added 18.38%	68,033 $3.52 Million
Q3 2020 Nov 16, 2020	SELL	$40.44 - $45.55 $171,870 - $193,587	-4,250 Reduced 6.89%	57,470 $2.53 Million
Q2 2020 Aug 13, 2020	BUY	$32.67 - $41.19 $244,763 - $308,595	7,492 Added 13.82%	61,720 $2.47 Million
Q1 2020 May 14, 2020	SELL	$30.61 - $46.3 $83,381 - $126,121	-2,724 Reduced 4.78%	54,228 $1.85 Million
Q4 2019 Feb 13, 2020	SELL	$40.27 - $45.07 $60,002 - $67,154	-1,490 Reduced 2.55%	56,952 $2.56 Million
Q3 2019 Nov 14, 2019	SELL	$38.74 - $43.42 $67,833 - $76,028	-1,751 Reduced 2.91%	58,442 $2.39 Million
Q2 2019 Aug 13, 2019	BUY	$39.91 - $44.59 $154,770 - $172,920	3,878 Added 6.89%	60,193 $2.58 Million
Q1 2019 May 14, 2019	BUY	$38.45 - $43.71 $186,674 - $212,212	4,855 Added 9.43%	56,315 $2.42 Million
Q4 2018 Feb 13, 2019	SELL	$38.0 - $42.93 $301,150 - $340,220	-7,925 Reduced 13.35%	51,460 $2.01 Million
Q3 2018 Nov 13, 2018	SELL	$41.14 - $45.03 $40,029 - $43,814	-973 Reduced 1.61%	59,385 $2.55 Million
Q2 2018 Aug 14, 2018	BUY	$42.33 - $48.14 $680,454 - $773,850	16,075 Added 36.3%	60,358 $2.62 Million
Q1 2018 May 15, 2018	BUY	$45.69 - $52.08 $158,864 - $181,082	3,477 Added 8.52%	44,283 $2.14 Million
Q4 2017 Feb 13, 2018	BUY	$44.82 - $47.81 $44,461 - $47,427	992 Added 2.49%	40,806 $1.92 Million
Q3 2017 Nov 13, 2017	BUY	$44.3 - $45.85 $1.76 Million - $1.83 Million	39,814	39,814 $1.78 Million

Others Institutions Holding EEM

# of Institutions

1,611

Shares Held

310M

Call Options Held

228M

Put Options Held

224M

View Full List

About ISHARES MSCI EMERGING MARKETS

Ticker EEM
Sector ETFs
Industry Closed-End Fund - Foreign

More about EEM

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Evercore Wealth Management, LLC Ishares Msci Emerging Markets Transaction History