EWM
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Evercore Wealth Management’s iShares Core S&P Total US Stock Market ETF ITOT Stock Holding History

Evercore Wealth Management’s Portfolio ITOT Stock Details ITOT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-2,210
Closed -$233K – 431
2023
Q4 		$233K Hold
2,210
– – ﹤0.01% 387
2023
Q3 		$208K Hold
2,210
– – ﹤0.01% 379
2023
Q2 		$216K Buy
+2,210
New +$204K ﹤0.01% 387

Other funds holding ITOT

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
SWM
SigFig Wealth Management San Francisco, California $3.77B AUM 15.99% 1-Year Est. Return

Evercore Wealth Management's ITOT Position: Q1 2024 in Review

Evercore Wealth Management sold out of iShares Core S&P Total US Stock Market ETF (ITOT) in Q1 2024, closing a stake of 2,210 shares — an estimated $233K sold.

Evercore Wealth Management first reported a position in ITOT in Q2 2023 and held it in 3 quarters. The position peaked at $233K in Q4 2023. 1,224 funds tracked by Wall St. Rank hold ITOT as of Q1 2024.

  • Evercore Wealth Management reported no remaining iShares Core S&P Total US Stock Market ETF position as of Q1 2024 after selling out during the quarter.
  • Evercore Wealth Management sold 2,210 iShares Core S&P Total US Stock Market ETF shares in Q1 2024, an estimated $233K.
  • Evercore Wealth Management first reported a position in iShares Core S&P Total US Stock Market ETF in Q2 2023 and held it in 3 quarters.
  • Evercore Wealth Management's iShares Core S&P Total US Stock Market ETF position peaked at $233K in Q4 2023.
  • 1,224 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q1 2024.

Based on Evercore Wealth Management's 13F filing for Q1 2024, filed 15 May 2024.