News + Filings Holdings
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Evercore Wealth Management, LLC
> USMV
| Date | Name | Ticker | Shares | Change | Value | Change | Price |
| 06/30/2023 | iSHARES TRUST | USMV | 0 | -2,891 | 0 | -210,291,000 | |
| 03/31/2023 | iSHARES TRUST | USMV | 2,891 | 2,891 | 210,291,000 | 210,291,000 | $72,739.88 |
| 03/31/2022 | iSHARES TRUST | USMV | 0 | -3,211 | 0 | -260,000 | |
| 12/31/2021 | iSHARES TRUST | USMV | 3,211 | 0 | 260,000 | 24,000 | $80.97 |
| 09/30/2021 | iSHARES TRUST | USMV | 3,211 | 0 | 236,000 | -1,000 | $73.50 |
| 06/30/2021 | iSHARES TRUST | USMV | 3,211 | -806 | 237,000 | -36,000 | $73.81 |
| 12/31/2020 | iSHARES TRUST | USMV | 4,017 | 806 | 273,000 | 69,000 | $67.96 |
| 09/30/2020 | iSHARES TRUST | USMV | 3,211 | 3,211 | 204,000 | 204,000 | $63.53 |
| 06/30/2017 | iSHARES TRUST | USMV | 0 | -1,028 | 0 | -49,000 | |
| 03/31/2017 | iSHARES TRUST | USMV | 1,028 | 0 | 49,000 | 3,000 | $47.67 |
| 12/31/2016 | iSHARES TRUST | USMV | 1,028 | 0 | 46,000 | -1,000 | $44.75 |
| 09/30/2016 | iSHARES TRUST | USMV | 1,028 | 0 | 47,000 | -1,000 | $45.72 |
| 06/30/2016 | iSHARES TRUST | USMV | 1,028 | 0 | 48,000 | 3,000 | $46.69 |
| 03/31/2016 | iSHARES TRUST | USMV | 1,028 | 1,028 | 45,000 | 45,000 | $43.77 |
| 12/31/2015 | iSHARES TRUST | USMV | 3,428 | 3,428 | 143,000 | 143,000 | $41.72 |
| 09/30/2015 | iSHARES TRUST | USMV | 3,428 | 3,428 | 136,000 | 136,000 | $39.67 |
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