Evercore Wealth Management’s iShares US Medical Devices ETF IHI Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q1	–	Sell	-2,178	Closed	-$63K	–	556
2017 Q4	$63K	Hold	2,178	–	–	﹤0.01%	545
2017 Q3	$61K	Hold	2,178	–	–	﹤0.01%	545
2017 Q2	$60K	Hold	2,178	–	–	﹤0.01%	556
2017 Q1	$55K	Hold	2,178	–	–	﹤0.01%	584
2016 Q4	$48K	Hold	2,178	–	–	﹤0.01%	614
2016 Q3	$53K	Hold	2,178	–	–	﹤0.01%	583
2016 Q2	$49K	Hold	2,178	–	–	﹤0.01%	584
2016 Q1	$44K	Hold	2,178	–	–	﹤0.01%	591
2015 Q4	$44K	Hold	2,178	–	–	﹤0.01%	615
2015 Q3	$40K	Buy	+2,178	New	+$43.8K	﹤0.01%	623

Other funds holding IHI

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

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

Citigroup New York $157B AUM 32.99% 1-Year Est. Return

Bank of America

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

Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return

Bank of Montreal

Bank of Montreal Toronto, Ontario, Canada $245B AUM 31.4% 1-Year Est. Return

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

Migdal Insurance & Financial Holdings Petach Tikva, Israel $11.5B AUM 52.5% 1-Year Est. Return

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return