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Evercore Wealth Management’s iShares Core S&P US Growth ETF IUSG Stock Holding History

Evercore Wealth Management’s Portfolio IUSG Stock Details IUSG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q1 		– Sell
-2,000
Closed -$71K – 910
2013
Q4 		$71K Hold
2,000
– – ﹤0.01% 510
2013
Q3 		$64K Hold
2,000
– – ﹤0.01% 539
2013
Q2 		$60K Buy
+2,000
New +$59.9K ﹤0.01% 547

Other funds holding IUSG

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
HCM
Hollencrest Capital Management Newport Beach, California $2.7B AUM 23.62% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CA
Cetera Advisors Denver, Colorado $12.7B AUM 22.7% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
AIG
American International Group New York $609M AUM 23.67% 1-Year Est. Return

Evercore Wealth Management's IUSG Position: Q1 2014 in Review

Evercore Wealth Management sold out of iShares Core S&P US Growth ETF (IUSG) in Q1 2014, closing a stake of 2,000 shares — an estimated $71K sold.

Evercore Wealth Management first reported a position in IUSG in Q2 2013 and held it in 3 quarters. The position peaked at $71K in Q4 2013. 58 funds tracked by Wall St. Rank hold IUSG as of Q1 2014.

  • Evercore Wealth Management reported no remaining iShares Core S&P US Growth ETF position as of Q1 2014 after selling out during the quarter.
  • Evercore Wealth Management sold 2,000 iShares Core S&P US Growth ETF shares in Q1 2014, an estimated $71K.
  • Evercore Wealth Management first reported a position in iShares Core S&P US Growth ETF in Q2 2013 and held it in 3 quarters.
  • Evercore Wealth Management's iShares Core S&P US Growth ETF position peaked at $71K in Q4 2013.
  • 58 funds tracked by Wall St. Rank held iShares Core S&P US Growth ETF as of Q1 2014.

Based on Evercore Wealth Management's 13F filing for Q1 2014, filed 15 May 2014.