AG
IECS

Advisor Group’s iShares Evolved U.S. Consumer Staples ETF IECS Stock Holding History

Advisor Group’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
2019
Q4 		$130K Buy
4,557
+1,603
+54% +$44.6K ﹤0.01% 2737
2019
Q3 		$83K Buy
+2,954
New +$82K ﹤0.01% 3036

Other funds holding IECS

TRCT
Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
WCG
Weaver Consulting Group Huntington Beach, California $420M AUM 14.29% 1-Year Est. Return
PWMG
Prestige Wealth Management Group Flemington, New Jersey $509M AUM 15.69% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Advisor Group's IECS Position: Q4 2019 in Review

Advisor Group increased its iShares Evolved U.S. Consumer Staples ETF (IECS) stake by 54% in Q4 2019, buying an estimated $44.6K and bringing the position to 4,557 shares worth $130K. The position accounts for ﹤0.01% of the portfolio, ranked #2737.

Advisor Group first reported a position in IECS in Q3 2019 and has held it in 2 quarters since. 9 funds tracked by Wall St. Rank hold IECS as of Q4 2019.

  • Advisor Group held 4,557 shares of iShares Evolved U.S. Consumer Staples ETF worth $130K as of Q4 2019.
  • Advisor Group bought 1,603 iShares Evolved U.S. Consumer Staples ETF shares in Q4 2019, an estimated $44.6K.
  • iShares Evolved U.S. Consumer Staples ETF made up ﹤0.01% of Advisor Group's portfolio in Q4 2019, its #2737 holding.
  • Advisor Group first reported a position in iShares Evolved U.S. Consumer Staples ETF in Q3 2019 and has held it in 2 quarters since.
  • 9 funds tracked by Wall St. Rank held iShares Evolved U.S. Consumer Staples ETF as of Q4 2019.

Based on Advisor Group's 13F filing for Q4 2019, filed 12 Feb 2020.