Evercore Wealth Management’s iShares MSCI World ETF URTH Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q1	–	Sell	-1,415	Closed	-$125K	–	764
2017 Q4	$125K	Hold	1,415	–	–	﹤0.01%	427
2017 Q3	$119K	Hold	1,415	–	–	﹤0.01%	431
2017 Q2	$114K	Hold	1,415	–	–	﹤0.01%	444
2017 Q1	$110K	Buy	+1,415	New	+$108K	﹤0.01%	462

Other funds holding URTH

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return

FTUS

Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

HWP

Hefty Wealth Partners Auburn, Indiana $155M AUM 7.56% 1-Year Est. Return

Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return

CPF Texas Plano, Texas $210M AUM 9.08% 1-Year Est. Return

BAAM

Baker Avenue Asset Management San Francisco, California $5.28B AUM 39.19% 1-Year Est. Return

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

Evercore Wealth Management sold out of iShares MSCI World ETF (URTH) in Q1 2018, closing a stake of 1,415 shares — an estimated $125K sold.

Evercore Wealth Management first reported a position in URTH in Q1 2017 and held it in 4 quarters. The position peaked at $125K in Q4 2017. 53 funds tracked by Wall St. Rank hold URTH as of Q1 2018.

Evercore Wealth Management reported no remaining iShares MSCI World ETF position as of Q1 2018 after selling out during the quarter.
Evercore Wealth Management sold 1,415 iShares MSCI World ETF shares in Q1 2018, an estimated $125K.
Evercore Wealth Management first reported a position in iShares MSCI World ETF in Q1 2017 and held it in 4 quarters.
Evercore Wealth Management's iShares MSCI World ETF position peaked at $125K in Q4 2017.
53 funds tracked by Wall St. Rank held iShares MSCI World ETF as of Q1 2018.

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