Evercore Wealth Management’s iShares MSCI Europe Financials ETF EUFN Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q1	–	Sell	-1,173	Closed	-$27K	–	484
2017 Q4	$27K	Hold	1,173	–	–	﹤0.01%	670
2017 Q3	$28K	Hold	1,173	–	–	﹤0.01%	645
2017 Q2	$26K	Hold	1,173	–	–	﹤0.01%	671
2017 Q1	$24K	Buy	1,173 +778	+197%	+$15.4K	﹤0.01%	725
2016 Q4	$7K	Hold	395	–	–	﹤0.01%	853
2016 Q3	$7K	Buy	+395	New	+$6.55K	﹤0.01%	899

Other funds holding EUFN

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

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

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

PPFA

Provida Pension Fund Administrator Las Condes, Santiago, Chile $5.95B AUM 25.05% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

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

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

BCI

Brinker Capital Investments Berwyn, Pennsylvania $13.1B AUM 28.37% 1-Year Est. Return

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

Evercore Wealth Management sold out of iShares MSCI Europe Financials ETF (EUFN) in Q1 2018, closing a stake of 1,173 shares — an estimated $27K sold.

Evercore Wealth Management first reported a position in EUFN in Q3 2016 and held it in 6 quarters. The position peaked at $28K in Q3 2017. 143 funds tracked by Wall St. Rank hold EUFN as of Q1 2018.

Evercore Wealth Management reported no remaining iShares MSCI Europe Financials ETF position as of Q1 2018 after selling out during the quarter.
Evercore Wealth Management sold 1,173 iShares MSCI Europe Financials ETF shares in Q1 2018, an estimated $27K.
Evercore Wealth Management first reported a position in iShares MSCI Europe Financials ETF in Q3 2016 and held it in 6 quarters.
Evercore Wealth Management's iShares MSCI Europe Financials ETF position peaked at $28K in Q3 2017.
143 funds tracked by Wall St. Rank held iShares MSCI Europe Financials ETF as of Q1 2018.

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