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 $58.2B AUM 22.78% 1-Year Est. Return

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

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

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

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

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

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

MIFH

Migdal Insurance & Financial Holdings Petach Tikva, Israel $15.6B AUM 71.29% 1-Year Est. Return

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

Evercore Wealth Management sold out of iShares US Medical Devices ETF (IHI) in Q1 2018, closing a stake of 2,178 shares — an estimated $63K sold.

Evercore Wealth Management first reported a position in IHI in Q3 2015 and held it in 10 quarters. The position peaked at $63K in Q4 2017. 172 funds tracked by Wall St. Rank hold IHI as of Q1 2018.

Evercore Wealth Management reported no remaining iShares US Medical Devices ETF position as of Q1 2018 after selling out during the quarter.
Evercore Wealth Management sold 2,178 iShares US Medical Devices ETF shares in Q1 2018, an estimated $63K.
Evercore Wealth Management first reported a position in iShares US Medical Devices ETF in Q3 2015 and held it in 10 quarters.
Evercore Wealth Management's iShares US Medical Devices ETF position peaked at $63K in Q4 2017.
172 funds tracked by Wall St. Rank held iShares US Medical Devices ETF as of Q1 2018.

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