Evercore Wealth Management’s iShares S&P 100 ETF OEF Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$1.82M	Sell
2025 Q1	$1.62M	Sell
2024 Q4	$1.74M	Sell
2024 Q3	$1.67M	Sell
2024 Q2	$1.63M	Hold
2024 Q1	$1.53M	Hold
2023 Q4	$1.38M	Hold
2023 Q3	$1.24M	Hold
2023 Q2	$1.28M	Hold
2023 Q1	$1.15M	Hold
2022 Q4	$1.05M	Hold
2022 Q3	$1M	Hold
2022 Q2	$1.06M	Hold
2022 Q1	$1.29M	Hold
2021 Q4	$1.35M	Hold
2021 Q3	$1.22M	Hold
2021 Q2	$1.21M	Sell
2021 Q1	$1.11M	Sell
2020 Q4	$1.08M	Sell
2020 Q3	$983K	Sell
2020 Q2	$915K	Buy
2020 Q1	$753K	Hold
2019 Q4	$915K	Sell
2019 Q3	$841K	Sell
2019 Q2	$873K	Buy
2019 Q1	$801K	Buy
2018 Q4	$630K	Hold
2018 Q3	$732K	Hold
2018 Q2	$675K	Buy
2016 Q4	–	Sell
2016 Q3	$213K	Buy
2016 Q2	–	Sell
2016 Q1	$818K	Hold
2015 Q4	$816K	Hold
2015 Q3	$759K	Hold
2015 Q2	$813K	Hold
2015 Q1	$808K	Buy
2014 Q4	–	Sell
2014 Q3	$789K	Hold
2014 Q2	$774K	Hold
2014 Q1	$741K	Hold
2013 Q4	$737K	Hold
2013 Q3	$670K	Hold
2013 Q2	$644K	Buy