Evercore Wealth Management’s iShares US Consumer Staples ETF IYK Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q1	–	Sell	-84	Closed	-$4K	–	573
2017 Q4	$4K	Hold	84	–	–	﹤0.01%	861
2017 Q3	$3K	Hold	84	–	–	﹤0.01%	867
2017 Q2	$3K	Hold	84	–	–	﹤0.01%	926
2017 Q1	$3K	Buy	+84	New	+$3.26K	﹤0.01%	926
2016 Q1	–	Sell	-1,440	Closed	-$52K	–	975
2015 Q4	$52K	Hold	1,440	–	–	﹤0.01%	589
2015 Q3	$49K	Buy	+1,440	New	+$50.6K	﹤0.01%	589

Other funds holding IYK

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

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

RIG

RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return

UCFA

United Capital Financial Advisors Irving, Texas $18.2B AUM 22.02% 1-Year Est. Return

RJA

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

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

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

CIBC Asset Management Toronto, Ontario, Canada $45.6B AUM 44.74% 1-Year Est. Return

CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 1-Year Est. Return

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

Evercore Wealth Management sold out of iShares US Consumer Staples ETF (IYK) in Q1 2018, closing a stake of 84 shares — an estimated $4K sold.

Evercore Wealth Management first reported a position in IYK in Q3 2015 and held it in 6 quarters. The position peaked at $52K in Q4 2015. 100 funds tracked by Wall St. Rank hold IYK as of Q1 2018.

Evercore Wealth Management reported no remaining iShares US Consumer Staples ETF position as of Q1 2018 after selling out during the quarter.
Evercore Wealth Management sold 84 iShares US Consumer Staples ETF shares in Q1 2018, an estimated $4K.
Evercore Wealth Management first reported a position in iShares US Consumer Staples ETF in Q3 2015 and held it in 6 quarters.
Evercore Wealth Management's iShares US Consumer Staples ETF position peaked at $52K in Q4 2015.
100 funds tracked by Wall St. Rank held iShares US Consumer Staples ETF as of Q1 2018.

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