Aevitas Wealth Management’s iShares US Financials ETF IYF Stock Holding History

Aevitas Wealth Management’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 Q2	–	Sell	-384	Closed	-$22K	–	213
2019 Q1	$22K	Hold	384	–	–	0.02%	251
2018 Q4	$20K	Hold	384	–	–	0.02%	251
2018 Q3	$23K	Hold	384	–	–	0.02%	277
2018 Q2	$23K	Hold	384	–	–	0.02%	266
2018 Q1	$23K	Hold	384	–	–	0.02%	244
2017 Q4	$23K	Buy	+384	New	+$22.3K	0.02%	246

Other funds holding IYF

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

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

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

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

Advisors Preferred Rockville, Maryland $646M AUM 32.22% 1-Year Est. Return

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

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

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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Aevitas Wealth Management's IYF Position: Q2 2019 in Review

Aevitas Wealth Management sold out of iShares US Financials ETF (IYF) in Q2 2019, closing a stake of 384 shares — an estimated $22K sold.

Aevitas Wealth Management first reported a position in IYF in Q4 2017 and held it in 6 quarters. The position peaked at $23K in Q3 2018. 226 funds tracked by Wall St. Rank hold IYF as of Q2 2019.

Aevitas Wealth Management reported no remaining iShares US Financials ETF position as of Q2 2019 after selling out during the quarter.
Aevitas Wealth Management sold 384 iShares US Financials ETF shares in Q2 2019, an estimated $22K.
Aevitas Wealth Management first reported a position in iShares US Financials ETF in Q4 2017 and held it in 6 quarters.
Aevitas Wealth Management's iShares US Financials ETF position peaked at $23K in Q3 2018.
226 funds tracked by Wall St. Rank held iShares US Financials ETF as of Q2 2019.

Based on Aevitas Wealth Management's 13F filing for Q2 2019, filed 26 Jul 2019.