Evercore Wealth Management’s iShares Global Healthcare ETF IXJ Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q1	–	Sell	-1,690	Closed	-$95K	–	569
2017 Q4	$95K	Hold	1,690	–	–	﹤0.01%	471
2017 Q3	$95K	Hold	1,690	–	–	﹤0.01%	474
2017 Q2	$92K	Hold	1,690	–	–	﹤0.01%	482
2017 Q1	$87K	Sell	1,690 -800	-32%	-$40K	﹤0.01%	505
2016 Q4	$118K	Buy	2,490 +2,000	+408%	+$95.9K	﹤0.01%	462
2016 Q3	$25K	Hold	490	–	–	﹤0.01%	736
2016 Q2	$25K	Hold	490	–	–	﹤0.01%	716
2016 Q1	$24K	Hold	490	–	–	﹤0.01%	688
2015 Q4	$25K	Sell	490 -5,000	-91%	-$257K	﹤0.01%	724
2015 Q3	$270K	Hold	5,490	–	–	0.01%	339
2015 Q2	$299K	Hold	5,490	–	–	0.01%	352
2015 Q1	$296K	Buy	+5,490	New	+$288K	0.01%	355
2014 Q4	–	Sell	-5,490	Closed	-$268K	–	928
2014 Q3	$268K	Hold	5,490	–	–	0.01%	349
2014 Q2	$259K	Buy	5,490 +4,840	+745%	+$222K	0.01%	354
2014 Q1	$29K	Sell	650 -1,450	-69%	-$64.7K	﹤0.01%	679
2013 Q4	$90K	Buy	2,100 +160	+8%	+$6.65K	﹤0.01%	472
2013 Q3	$76K	Buy	1,940 +270	+16%	+$10.6K	﹤0.01%	522
2013 Q2	$62K	Buy	+1,670	New	+$63.7K	﹤0.01%	542

Other funds holding IXJ

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

BCI

Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

FDCDDQ

Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $27.8B AUM 31.66% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

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

Evercore Wealth Management sold out of iShares Global Healthcare ETF (IXJ) in Q1 2018, closing a stake of 1,690 shares — an estimated $95K sold.

Evercore Wealth Management first reported a position in IXJ in Q2 2013 and held it in 18 quarters. The position peaked at $299K in Q2 2015. 161 funds tracked by Wall St. Rank hold IXJ as of Q1 2018.

Evercore Wealth Management reported no remaining iShares Global Healthcare ETF position as of Q1 2018 after selling out during the quarter.
Evercore Wealth Management sold 1,690 iShares Global Healthcare ETF shares in Q1 2018, an estimated $95K.
Evercore Wealth Management first reported a position in iShares Global Healthcare ETF in Q2 2013 and held it in 18 quarters.
Evercore Wealth Management's iShares Global Healthcare ETF position peaked at $299K in Q2 2015.
161 funds tracked by Wall St. Rank held iShares Global Healthcare ETF as of Q1 2018.

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