Accel Wealth Management’s iShares Evolved U.S. Consumer Staples ETF IECS Stock Holding History

Accel Wealth Management’s Portfolio IECS Stock Details IECS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q3	–	Sell	-250	Closed	-$8K	–	1109
2022 Q2	$8K	Hold	250	–	–	﹤0.01%	750
2022 Q1	$9K	Hold	250	–	–	﹤0.01%	730
2021 Q4	$9K	Hold	250	–	–	﹤0.01%	735
2021 Q3	$8K	Hold	250	–	–	0.01%	692
2021 Q2	$8K	Hold	250	–	–	0.01%	736
2021 Q1	$8K	Hold	250	–	–	0.01%	695
2020 Q4	$8K	Buy	+250	New	+$7.47K	0.01%	658

Other funds holding IECS

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Accel Wealth Management's IECS Position: Q3 2022 in Review

Accel Wealth Management sold out of iShares Evolved U.S. Consumer Staples ETF (IECS) in Q3 2022, closing a stake of 250 shares — an estimated $8K sold.

Accel Wealth Management first reported a position in IECS in Q4 2020 and held it in 7 quarters. The position peaked at $9K in Q1 2022. 0 funds tracked by Wall St. Rank hold IECS as of Q3 2022.

Accel Wealth Management reported no remaining iShares Evolved U.S. Consumer Staples ETF position as of Q3 2022 after selling out during the quarter.
Accel Wealth Management sold 250 iShares Evolved U.S. Consumer Staples ETF shares in Q3 2022, an estimated $8K.
Accel Wealth Management first reported a position in iShares Evolved U.S. Consumer Staples ETF in Q4 2020 and held it in 7 quarters.
Accel Wealth Management's iShares Evolved U.S. Consumer Staples ETF position peaked at $9K in Q1 2022.
0 funds tracked by Wall St. Rank held iShares Evolved U.S. Consumer Staples ETF as of Q3 2022.

Based on Accel Wealth Management's 13F filing for Q3 2022, filed 12 Oct 2022.