Advisory Services Network’s iShares Evolved U.S. Healthcare Staples ETF IEHS Stock Holding History

Advisory Services Network’s Portfolio IEHS Stock Details IEHS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q3	–	Sell	-102	Closed	-$4K	–	3580
2021 Q2	$4K	Buy	+102	New	+$4.13K	﹤0.01%	3182
2021 Q1	–	Sell	-102	Closed	-$4K	–	3231
2020 Q4	$4K	Hold	102	–	–	﹤0.01%	2833
2020 Q3	$3K	Buy	+102	New	+$3.38K	﹤0.01%	3040
2020 Q2	–	Sell	-101	Closed	-$3K	–	2982
2020 Q1	$3K	Hold	101	–	–	﹤0.01%	2696
2019 Q4	$3K	Buy	+101	New	+$3.06K	﹤0.01%	2807

Other funds holding IEHS

WCM

WealthBridge Capital Management Westerville, Ohio $503M AUM 26.74% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

BAM

Belpointe Asset Management Reno, Nevada $2.74B AUM 20.71% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

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

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

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

JPLA

Joseph P. Lucia & Associates Yorktown Heights, New York $280M AUM 18.25% 1-Year Est. Return

PFGIA

Patriot Financial Group Insurance Agency Westborough, Massachusetts $974M AUM 29.77% 1-Year Est. Return

Advisory Services Network's IEHS Position: Q3 2021 in Review

Advisory Services Network sold out of iShares Evolved U.S. Healthcare Staples ETF (IEHS) in Q3 2021, closing a stake of 102 shares — an estimated $4K sold.

Advisory Services Network first reported a position in IEHS in Q4 2019 and held it in 5 quarters. The position peaked at $4K in Q2 2021. 9 funds tracked by Wall St. Rank hold IEHS as of Q3 2021.

Advisory Services Network reported no remaining iShares Evolved U.S. Healthcare Staples ETF position as of Q3 2021 after selling out during the quarter.
Advisory Services Network sold 102 iShares Evolved U.S. Healthcare Staples ETF shares in Q3 2021, an estimated $4K.
Advisory Services Network first reported a position in iShares Evolved U.S. Healthcare Staples ETF in Q4 2019 and held it in 5 quarters.
Advisory Services Network's iShares Evolved U.S. Healthcare Staples ETF position peaked at $4K in Q2 2021.
9 funds tracked by Wall St. Rank held iShares Evolved U.S. Healthcare Staples ETF as of Q3 2021.

Based on Advisory Services Network's 13F filing for Q3 2021, filed 5 Nov 2021.