Evercore Wealth Management’s iShares Preferred and Income Securities ETF PFF Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q1	–	Sell	-29,650	Closed	-$1.17M	–	443
2021 Q4	$1.17M	Hold	29,650	–	–	0.02%	213
2021 Q3	$1.15M	Hold	29,650	–	–	0.02%	209
2021 Q2	$1.17M	Hold	29,650	–	–	0.02%	211
2021 Q1	$1.14M	Sell	29,650 -150	-0.5%	-$5.69K	0.02%	209
2020 Q4	$1.15M	Buy	29,800 +4,900	+20%	+$183K	0.02%	199
2020 Q3	$908K	Hold	24,900	–	–	0.02%	205
2020 Q2	$863K	Sell	24,900 -2,950	-11%	-$101K	0.02%	206
2020 Q1	$887K	Sell	27,850 -19,900	-42%	-$714K	0.03%	190
2019 Q4	$1.79M	Buy	47,750 +100	+0.2%	+$3.73K	0.05%	164
2019 Q3	$1.79M	Buy	47,650 +19,850	+71%	+$739K	0.05%	158
2019 Q2	$1.02M	Buy	27,800 +1,400	+5%	+$51.3K	0.03%	202
2019 Q1	$965K	Buy	+26,400	New	+$949K	0.03%	202
2018 Q1	–	Sell	-5,000	Closed	-$190K	–	675
2017 Q4	$190K	Hold	5,000	–	–	0.01%	372
2017 Q3	$194K	Hold	5,000	–	–	0.01%	368
2017 Q2	$196K	Hold	5,000	–	–	0.01%	373
2017 Q1	$193K	Hold	5,000	–	–	0.01%	369
2016 Q4	$186K	Hold	5,000	–	–	0.01%	389
2016 Q3	$197K	Hold	5,000	–	–	0.01%	376
2016 Q2	$199K	Buy	5,000 +4,530	+964%	+$178K	0.01%	363
2016 Q1	$18K	Buy	470 +79	+20%	+$3.02K	﹤0.01%	742
2015 Q4	$15K	Sell	391 -3,409	-90%	-$133K	﹤0.01%	811
2015 Q3	$147K	Buy	3,800 +3,249	+590%	+$127K	0.01%	434
2015 Q2	$22K	Sell	551 -21,184	-97%	-$840K	﹤0.01%	779
2015 Q1	$872K	Buy	+21,735	New	+$866K	0.04%	203
2014 Q3	–	Sell	-1,100	Closed	-$44K	–	982
2014 Q2	$44K	Buy	+1,100	New	+$43.4K	﹤0.01%	633

Other funds holding PFF

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

Aozora Bank Tokyo, Japan $199M AUM 0.15% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

Evercore Wealth Management's PFF Position: Q1 2022 in Review

Evercore Wealth Management sold out of iShares Preferred and Income Securities ETF (PFF) in Q1 2022, closing a stake of 29,650 shares — an estimated $1.17M sold.

Evercore Wealth Management first reported a position in PFF in Q2 2014 and held it in 25 quarters. The position peaked at $1.79M in Q4 2019. 1,047 funds tracked by Wall St. Rank hold PFF as of Q1 2022.

Evercore Wealth Management reported no remaining iShares Preferred and Income Securities ETF position as of Q1 2022 after selling out during the quarter.
Evercore Wealth Management sold 29,650 iShares Preferred and Income Securities ETF shares in Q1 2022, an estimated $1.17M.
Evercore Wealth Management first reported a position in iShares Preferred and Income Securities ETF in Q2 2014 and held it in 25 quarters.
Evercore Wealth Management's iShares Preferred and Income Securities ETF position peaked at $1.79M in Q4 2019.
1,047 funds tracked by Wall St. Rank held iShares Preferred and Income Securities ETF as of Q1 2022.

Based on Evercore Wealth Management's 13F filing for Q1 2022, filed 16 May 2022.