Evercore Wealth Management’s iShares Expanded Tech Sector ETF IGM Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q1	–	Sell	-198	Closed	-$6K	–	555
2017 Q4	$6K	Hold	198	–	–	﹤0.01%	845
2017 Q3	$5K	Hold	198	–	–	﹤0.01%	842
2017 Q2	$5K	Hold	198	–	–	﹤0.01%	894
2017 Q1	$5K	Buy	+198	New	+$4.4K	﹤0.01%	879

Other funds holding IGM

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Axa Paris, France $91.9M AUM 27.41% 1-Year Est. Return

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

DWM

Destination Wealth Management Walnut Creek, California $4.28B AUM 19.27% 1-Year Est. Return

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

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

SEIA

Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return

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

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

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

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

Evercore Wealth Management sold out of iShares Expanded Tech Sector ETF (IGM) in Q1 2018, closing a stake of 198 shares — an estimated $6K sold.

Evercore Wealth Management first reported a position in IGM in Q1 2017 and held it in 4 quarters. The position peaked at $6K in Q4 2017. 129 funds tracked by Wall St. Rank hold IGM as of Q1 2018.

Evercore Wealth Management reported no remaining iShares Expanded Tech Sector ETF position as of Q1 2018 after selling out during the quarter.
Evercore Wealth Management sold 198 iShares Expanded Tech Sector ETF shares in Q1 2018, an estimated $6K.
Evercore Wealth Management first reported a position in iShares Expanded Tech Sector ETF in Q1 2017 and held it in 4 quarters.
Evercore Wealth Management's iShares Expanded Tech Sector ETF position peaked at $6K in Q4 2017.
129 funds tracked by Wall St. Rank held iShares Expanded Tech Sector ETF as of Q1 2018.

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