Evercore Wealth Management’s iShares Core MSCI Europe ETF IEUR Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q1	–	Sell	-1,370	Closed	-$69K	–	550
2017 Q4	$69K	Hold	1,370	–	–	﹤0.01%	530
2017 Q3	$68K	Hold	1,370	–	–	﹤0.01%	533
2017 Q2	$64K	Hold	1,370	–	–	﹤0.01%	546
2017 Q1	$60K	Sell	1,370 -550	-29%	-$23.3K	﹤0.01%	570
2016 Q4	$78K	Buy	1,920 +550	+40%	+$22K	﹤0.01%	536
2016 Q3	$57K	Hold	1,370	–	–	﹤0.01%	574
2016 Q2	$54K	Buy	1,370 +842	+159%	+$34.8K	﹤0.01%	567
2016 Q1	$22K	Buy	+528	New	+$20.9K	﹤0.01%	704

Other funds holding IEUR

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

State of New Jersey Common Pension Fund D Trenton, New Jersey $25.9B AUM 26.38% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

FTUS

Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return

Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

Evercore Wealth Management sold out of iShares Core MSCI Europe ETF (IEUR) in Q1 2018, closing a stake of 1,370 shares — an estimated $69K sold.

Evercore Wealth Management first reported a position in IEUR in Q1 2016 and held it in 8 quarters. The position peaked at $78K in Q4 2016. 154 funds tracked by Wall St. Rank hold IEUR as of Q1 2018.

Evercore Wealth Management reported no remaining iShares Core MSCI Europe ETF position as of Q1 2018 after selling out during the quarter.
Evercore Wealth Management sold 1,370 iShares Core MSCI Europe ETF shares in Q1 2018, an estimated $69K.
Evercore Wealth Management first reported a position in iShares Core MSCI Europe ETF in Q1 2016 and held it in 8 quarters.
Evercore Wealth Management's iShares Core MSCI Europe ETF position peaked at $78K in Q4 2016.
154 funds tracked by Wall St. Rank held iShares Core MSCI Europe ETF as of Q1 2018.

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