Evercore Wealth Management’s iShares Core Dividend Growth ETF DGRO Stock Holding History

Evercore Wealth Management’s Portfolio DGRO Stock Details DGRO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q1	–	Sell	-91	Closed	-$3K	–	451
2017 Q4	$3K	Hold	91	–	–	﹤0.01%	874
2017 Q3	$3K	Hold	91	–	–	﹤0.01%	864
2017 Q2	$3K	Hold	91	–	–	﹤0.01%	923
2017 Q1	$3K	Hold	91	–	–	﹤0.01%	921
2016 Q4	$3K	Buy	+91	New	+$2.56K	﹤0.01%	923

Other funds holding DGRO

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

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

FCFS

First Command Financial Services Fort Worth, Texas $1.06B AUM 10.74% 1-Year Est. Return

FCAS

First Command Advisory Services Fort Worth, Texas $16.8B AUM 23.38% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Evercore Wealth Management's DGRO Position: Q1 2018 in Review

Evercore Wealth Management sold out of iShares Core Dividend Growth ETF (DGRO) in Q1 2018, closing a stake of 91 shares — an estimated $3K sold.

Evercore Wealth Management first reported a position in DGRO in Q4 2016 and held it in 5 quarters. The position peaked at $3K in Q4 2017. 191 funds tracked by Wall St. Rank hold DGRO as of Q1 2018.

Evercore Wealth Management reported no remaining iShares Core Dividend Growth ETF position as of Q1 2018 after selling out during the quarter.
Evercore Wealth Management sold 91 iShares Core Dividend Growth ETF shares in Q1 2018, an estimated $3K.
Evercore Wealth Management first reported a position in iShares Core Dividend Growth ETF in Q4 2016 and held it in 5 quarters.
Evercore Wealth Management's iShares Core Dividend Growth ETF position peaked at $3K in Q4 2017.
191 funds tracked by Wall St. Rank held iShares Core Dividend Growth ETF as of Q1 2018.

Based on Evercore Wealth Management's 13F filing for Q1 2018, filed 15 May 2018.