Evercore Wealth Management’s iShares US Industrials ETF IYJ Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q1	–	Sell	-556	Closed	-$41K	–	572
2017 Q4	$41K	Hold	556	–	–	﹤0.01%	613
2017 Q3	$39K	Hold	556	–	–	﹤0.01%	607
2017 Q2	$37K	Hold	556	–	–	﹤0.01%	620
2017 Q1	$35K	Hold	556	–	–	﹤0.01%	661
2016 Q4	$34K	Hold	556	–	–	﹤0.01%	668
2016 Q3	$32K	Hold	556	–	–	﹤0.01%	695
2016 Q2	$31K	Hold	556	–	–	﹤0.01%	681
2016 Q1	$30K	Hold	556	–	–	﹤0.01%	658
2015 Q4	$29K	Hold	556	–	–	﹤0.01%	696
2015 Q3	$26K	Hold	556	–	–	﹤0.01%	685
2015 Q2	$30K	Sell	556 -288	-34%	-$15.6K	﹤0.01%	721
2015 Q1	$46K	Buy	+844	New	+$45.2K	﹤0.01%	641
2014 Q4	–	Sell	-844	Closed	-$43K	–	930
2014 Q3	$43K	Hold	844	–	–	﹤0.01%	634
2014 Q2	$43K	Hold	844	–	–	﹤0.01%	636
2014 Q1	$42K	Hold	844	–	–	﹤0.01%	619
2013 Q4	$43K	Hold	844	–	–	﹤0.01%	581
2013 Q3	$39K	Hold	844	–	–	﹤0.01%	594
2013 Q2	$36K	Buy	+844	New	+$34.9K	﹤0.01%	604

Other funds holding IYJ

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

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

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

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

Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

NEIRG

New England Investment & Retirement Group North Andover, Massachusetts $434M AUM 25.45% 1-Year Est. Return

RJA

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

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

Evercore Wealth Management sold out of iShares US Industrials ETF (IYJ) in Q1 2018, closing a stake of 556 shares — an estimated $41K sold.

Evercore Wealth Management first reported a position in IYJ in Q2 2013 and held it in 18 quarters. The position peaked at $46K in Q1 2015. 162 funds tracked by Wall St. Rank hold IYJ as of Q1 2018.

Evercore Wealth Management reported no remaining iShares US Industrials ETF position as of Q1 2018 after selling out during the quarter.
Evercore Wealth Management sold 556 iShares US Industrials ETF shares in Q1 2018, an estimated $41K.
Evercore Wealth Management first reported a position in iShares US Industrials ETF in Q2 2013 and held it in 18 quarters.
Evercore Wealth Management's iShares US Industrials ETF position peaked at $46K in Q1 2015.
162 funds tracked by Wall St. Rank held iShares US Industrials ETF as of Q1 2018.

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