Evercore Wealth Management’s iShares US Real Estate ETF IYR Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q1	–	Sell	-350	Closed	-$28K	–	574
2017 Q4	$28K	Sell	350 -100	-22%	-$8.12K	﹤0.01%	662
2017 Q3	$36K	Buy	450 +100	+29%	+$8.03K	﹤0.01%	619
2017 Q2	$28K	Hold	350	–	–	﹤0.01%	663
2017 Q1	$27K	Sell	350 -1,850	-84%	-$144K	﹤0.01%	707
2016 Q4	$169K	Hold	2,200	–	–	0.01%	405
2016 Q3	$177K	Hold	2,200	–	–	0.01%	396
2016 Q2	$181K	Hold	2,200	–	–	0.01%	377
2016 Q1	$171K	Hold	2,200	–	–	0.01%	384
2015 Q4	$165K	Hold	2,200	–	–	0.01%	404
2015 Q3	$156K	Hold	2,200	–	–	0.01%	422
2015 Q2	$156K	Hold	2,200	–	–	0.01%	462
2015 Q1	$174K	Buy	+2,200	New	+$176K	0.01%	443
2014 Q4	–	Sell	-2,200	Closed	-$152K	–	931
2014 Q3	$152K	Hold	2,200	–	–	0.01%	445
2014 Q2	$158K	Buy	+2,200	New	+$155K	0.01%	428

Other funds holding IYR

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

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

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

Natixis Paris, France $28B AUM 26.79% 1-Year Est. Return

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

Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return

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

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

Evercore Wealth Management sold out of iShares US Real Estate ETF (IYR) in Q1 2018, closing a stake of 350 shares — an estimated $28K sold.

Evercore Wealth Management first reported a position in IYR in Q2 2014 and held it in 14 quarters. The position peaked at $181K in Q2 2016. 362 funds tracked by Wall St. Rank hold IYR as of Q1 2018.

Evercore Wealth Management reported no remaining iShares US Real Estate ETF position as of Q1 2018 after selling out during the quarter.
Evercore Wealth Management sold 350 iShares US Real Estate ETF shares in Q1 2018, an estimated $28K.
Evercore Wealth Management first reported a position in iShares US Real Estate ETF in Q2 2014 and held it in 14 quarters.
Evercore Wealth Management's iShares US Real Estate ETF position peaked at $181K in Q2 2016.
362 funds tracked by Wall St. Rank held iShares US Real Estate ETF as of Q1 2018.

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