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 $1.66T AUM 25.57% 1-Year Est. Return

Bank of America

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

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

RiverFront Investment Group Richmond, Virginia $6.46B AUM 18.45% 1-Year Est. Return

United Capital Financial Advisors Irving, Texas $16.2B AUM 16.34% 1-Year Est. Return

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

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

Royal Bank of Canada

Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return

CIBC Asset Management

CIBC Asset Management Toronto, Ontario, Canada $40.9B AUM 35.96% 1-Year Est. Return

CIBC World Market

CIBC World Market Toronto, Ontario, Canada $56.9B AUM 39.33% 1-Year Est. Return