1 North Wealth Services’s iShares US Financials ETF IYF Stock Holding History

1 North Wealth Services’s Portfolio IYF Stock Details IYF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q1	$21K	Sell	350 -20	-5%	-$1.16K	0.01%	105
2018 Q4	$20K	Buy	+370	New	+$21.2K	0.02%	107

Other funds holding IYF

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

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

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

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

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

Scotia Capital Toronto, Ontario, Canada $26.8B AUM 33.07% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

1 North Wealth Services's IYF Position: Q1 2019 in Review

1 North Wealth Services reduced its iShares US Financials ETF (IYF) stake by 5.4% in Q1 2019, selling an estimated $1.16K and leaving 350 shares worth $21K. The position accounts for 0.01% of the portfolio, ranked #105.

1 North Wealth Services first reported a position in IYF in Q4 2018 and has held it in 2 quarters since. 229 funds tracked by Wall St. Rank hold IYF as of Q1 2019.

1 North Wealth Services held 350 shares of iShares US Financials ETF worth $21K as of Q1 2019.
1 North Wealth Services sold 20 iShares US Financials ETF shares in Q1 2019, an estimated $1.16K.
iShares US Financials ETF made up 0.01% of 1 North Wealth Services's portfolio in Q1 2019, its #105 holding.
1 North Wealth Services first reported a position in iShares US Financials ETF in Q4 2018 and has held it in 2 quarters since.
229 funds tracked by Wall St. Rank held iShares US Financials ETF as of Q1 2019.

Based on 1 North Wealth Services's 13F filing for Q1 2019, filed 8 May 2019.