Evercore Wealth Management’s iShares Europe ETF IEV Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q1	–	Sell	-42	Closed	-$2K	–	551
2017 Q4	$2K	Hold	42	–	–	﹤0.01%	886
2017 Q3	$2K	Hold	42	–	–	﹤0.01%	879
2017 Q2	$2K	Hold	42	–	–	﹤0.01%	938
2017 Q1	$2K	Buy	+42	New	+$1.7K	﹤0.01%	946

Other funds holding IEV

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

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

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

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

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

TPWA

TRUE Private Wealth Advisors Salem, Oregon $1.16B AUM 36.18% 1-Year Est. Return

Banco Santander Madrid, Spain $16.1B AUM 35.02% 1-Year Est. Return

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

PineBridge Investments New York $12.1B AUM 33.46% 1-Year Est. Return

CFG

CKW Financial Group Honolulu, Hawaii $1.02B AUM 21.34% 1-Year Est. Return

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

Evercore Wealth Management sold out of iShares Europe ETF (IEV) in Q1 2018, closing a stake of 42 shares — an estimated $2K sold.

Evercore Wealth Management first reported a position in IEV in Q1 2017 and held it in 4 quarters. The position peaked at $2K in Q4 2017. 185 funds tracked by Wall St. Rank hold IEV as of Q1 2018.

Evercore Wealth Management reported no remaining iShares Europe ETF position as of Q1 2018 after selling out during the quarter.
Evercore Wealth Management sold 42 iShares Europe ETF shares in Q1 2018, an estimated $2K.
Evercore Wealth Management first reported a position in iShares Europe ETF in Q1 2017 and held it in 4 quarters.
Evercore Wealth Management's iShares Europe ETF position peaked at $2K in Q4 2017.
185 funds tracked by Wall St. Rank held iShares Europe ETF as of Q1 2018.

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