EWM
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Evercore Wealth Management’s iShares Micro-Cap ETF IWC Stock Holding History

Evercore Wealth Management’s Portfolio IWC Stock Details IWC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q1 		– Sell
-45
Closed -$4K – 1011
2016
Q4 		$4K Hold
45
– – ﹤0.01% 905
2016
Q3 		$4K Hold
45
– – ﹤0.01% 956
2016
Q2 		$3K Hold
45
– – ﹤0.01% 978
2016
Q1 		$3K Hold
45
– – ﹤0.01% 902
2015
Q4 		$3K Buy
+45
New +$3.32K ﹤0.01% 964

Other funds holding IWC

CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
QI
QS Investors New York $8.47B AUM 30.71% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
EA
Efficient Advisors Mason, Ohio $1.41B AUM 13.81% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
OCM
One Capital Management Westlake Village, California $3.65B AUM 15.32% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
RC
RegentAtlantic Capital Morristown, New Jersey $3.34B AUM 14.54% 1-Year Est. Return
BFPW
BOK Financial Private Wealth Denver, Colorado $1.66B AUM 18.56% 1-Year Est. Return

Evercore Wealth Management's IWC Position: Q1 2017 in Review

Evercore Wealth Management sold out of iShares Micro-Cap ETF (IWC) in Q1 2017, closing a stake of 45 shares — an estimated $4K sold.

Evercore Wealth Management first reported a position in IWC in Q4 2015 and held it in 5 quarters. The position peaked at $4K in Q4 2016. 149 funds tracked by Wall St. Rank hold IWC as of Q1 2017.

  • Evercore Wealth Management reported no remaining iShares Micro-Cap ETF position as of Q1 2017 after selling out during the quarter.
  • Evercore Wealth Management sold 45 iShares Micro-Cap ETF shares in Q1 2017, an estimated $4K.
  • Evercore Wealth Management first reported a position in iShares Micro-Cap ETF in Q4 2015 and held it in 5 quarters.
  • Evercore Wealth Management's iShares Micro-Cap ETF position peaked at $4K in Q4 2016.
  • 149 funds tracked by Wall St. Rank held iShares Micro-Cap ETF as of Q1 2017.

Based on Evercore Wealth Management's 13F filing for Q1 2017, filed 15 May 2017.