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

Evermay 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
2023 Q1	–	Sell	-725	Closed	-$22.1K	–	576
2022 Q4	$22.1K	Hold	725	–	–	﹤0.01%	359
2022 Q3	$23K	Hold	725	–	–	﹤0.01%	339
2022 Q2	$24K	Hold	725	–	–	﹤0.01%	332
2022 Q1	$26K	Hold	725	–	–	﹤0.01%	350
2021 Q4	$29K	Hold	725	–	–	0.01%	329
2021 Q3	$28K	Sell	725 -600	-45%	-$23.5K	0.01%	314
2021 Q2	$52K	Buy	+1,325	New	+$51.3K	0.01%	281
2018 Q4	–	Sell	-11,908	Closed	-$442K	–	147
2018 Q3	$442K	Sell	11,908 -1,000	-8%	-$37.5K	0.14%	81
2018 Q2	$487K	Sell	12,908 -1,892	-13%	-$70.5K	0.16%	71
2018 Q1	$556K	Buy	14,800 +380	+3%	+$14.3K	0.19%	65
2017 Q4	$549K	Buy	+14,420	New	+$554K	0.2%	55

Other funds holding PFF

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

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

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Aozora Bank Tokyo, Japan $43.6M AUM 1.15% 1-Year Est. Return

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

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

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

Evermay Wealth Management's PFF Position: Q1 2023 in Review

Evermay Wealth Management sold out of iShares Preferred and Income Securities ETF (PFF) in Q1 2023, closing a stake of 725 shares — an estimated $22.1K sold.

Evermay Wealth Management first reported a position in PFF in Q4 2017 and held it in 11 quarters. The position peaked at $556K in Q1 2018. 951 funds tracked by Wall St. Rank hold PFF as of Q1 2023.

Evermay Wealth Management reported no remaining iShares Preferred and Income Securities ETF position as of Q1 2023 after selling out during the quarter.
Evermay Wealth Management sold 725 iShares Preferred and Income Securities ETF shares in Q1 2023, an estimated $22.1K.
Evermay Wealth Management first reported a position in iShares Preferred and Income Securities ETF in Q4 2017 and held it in 11 quarters.
Evermay Wealth Management's iShares Preferred and Income Securities ETF position peaked at $556K in Q1 2018.
951 funds tracked by Wall St. Rank held iShares Preferred and Income Securities ETF as of Q1 2023.

Based on Evermay Wealth Management's 13F filing for Q1 2023, filed 15 May 2023.