EWM
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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

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Wells Fargo
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Lazard Asset Management
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Jane Street
Jane Street New York $93.1B AUM 61.18% 1-Year Est. Return
SB
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MOACM
Mutual of America Capital Management New York $8.8B AUM 29.06% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $141B AUM 30.34% 1-Year Est. Return