Evercore Wealth Management’s iShares US Financials ETF IYF Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q1	–	Sell	-1,000	Closed	-$60K	–	570
2017 Q4	$60K	Hold	1,000	–	–	﹤0.01%	555
2017 Q3	$56K	Hold	1,000	–	–	﹤0.01%	560
2017 Q2	$54K	Hold	1,000	–	–	﹤0.01%	565
2017 Q1	$52K	Hold	1,000	–	–	﹤0.01%	588
2016 Q4	$51K	Buy	+1,000	New	+$47.7K	﹤0.01%	604

Other funds holding IYF

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return

SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

Evercore Wealth Management sold out of iShares US Financials ETF (IYF) in Q1 2018, closing a stake of 1,000 shares — an estimated $60K sold.

Evercore Wealth Management first reported a position in IYF in Q4 2016 and held it in 5 quarters. The position peaked at $60K in Q4 2017. 219 funds tracked by Wall St. Rank hold IYF as of Q1 2018.

Evercore Wealth Management reported no remaining iShares US Financials ETF position as of Q1 2018 after selling out during the quarter.
Evercore Wealth Management sold 1,000 iShares US Financials ETF shares in Q1 2018, an estimated $60K.
Evercore Wealth Management first reported a position in iShares US Financials ETF in Q4 2016 and held it in 5 quarters.
Evercore Wealth Management's iShares US Financials ETF position peaked at $60K in Q4 2017.
219 funds tracked by Wall St. Rank held iShares US Financials ETF as of Q1 2018.

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