Evercore Wealth Management’s iShares Core MSCI Pacific ETF IPAC Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q1	–	Sell	-1,383	Closed	-$82K	–	561
2017 Q4	$82K	Hold	1,383	–	–	﹤0.01%	502
2017 Q3	$78K	Buy	1,383 +685	+98%	+$38K	﹤0.01%	505
2017 Q2	$38K	Hold	698	–	–	﹤0.01%	617
2017 Q1	$37K	Sell	698 -270	-28%	-$13.9K	﹤0.01%	644
2016 Q4	$47K	Buy	968 +270	+39%	+$13.5K	﹤0.01%	618
2016 Q3	$35K	Hold	698	–	–	﹤0.01%	675
2016 Q2	$33K	Buy	698 +456	+188%	+$21.4K	﹤0.01%	664
2016 Q1	$11K	Buy	+242	New	+$10.8K	﹤0.01%	797

Other funds holding IPAC

Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Suntrust Banks Atlanta, Georgia $19.2B AUM 0.83% 1-Year Est. Return

MOACM

Mutual of America Capital Management New York $10.3B AUM 43.46% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

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

Evercore Wealth Management sold out of iShares Core MSCI Pacific ETF (IPAC) in Q1 2018, closing a stake of 1,383 shares — an estimated $82K sold.

Evercore Wealth Management first reported a position in IPAC in Q1 2016 and held it in 8 quarters. The position peaked at $82K in Q4 2017. 68 funds tracked by Wall St. Rank hold IPAC as of Q1 2018.

Evercore Wealth Management reported no remaining iShares Core MSCI Pacific ETF position as of Q1 2018 after selling out during the quarter.
Evercore Wealth Management sold 1,383 iShares Core MSCI Pacific ETF shares in Q1 2018, an estimated $82K.
Evercore Wealth Management first reported a position in iShares Core MSCI Pacific ETF in Q1 2016 and held it in 8 quarters.
Evercore Wealth Management's iShares Core MSCI Pacific ETF position peaked at $82K in Q4 2017.
68 funds tracked by Wall St. Rank held iShares Core MSCI Pacific ETF as of Q1 2018.

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