AF
IEFN

Allworth Financial’s iShares Evolved U.S. Financials ETF IEFN Stock Holding History

Allworth Financial’s Portfolio IEFN Stock Details IEFN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q4 		– Sell
-202
Closed -$6K – 2196
2021
Q3 		$6K Buy
202
+1
+0.5% +$32 ﹤0.01% 1507
2021
Q2 		$6K Buy
+201
New +$6.31K ﹤0.01% 1191

Other funds holding IEFN

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
HIC
Holderness Investments Company Greensboro, North Carolina $498M AUM 34.39% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
SF
Synovus Financial Columbus, Georgia $8.74B AUM 12.78% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
HIA
Harbor Investment Advisory Lutherville, Maryland $1.43B AUM 30.71% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
FP
Financial Perspectives Minneapolis, Minnesota $411M AUM 26.27% 1-Year Est. Return

Allworth Financial's IEFN Position: Q4 2021 in Review

Allworth Financial sold out of iShares Evolved U.S. Financials ETF (IEFN) in Q4 2021, closing a stake of 202 shares — an estimated $6K sold.

Allworth Financial first reported a position in IEFN in Q2 2021 and held it in 2 quarters. The position peaked at $6K in Q3 2021. 12 funds tracked by Wall St. Rank hold IEFN as of Q4 2021.

  • Allworth Financial reported no remaining iShares Evolved U.S. Financials ETF position as of Q4 2021 after selling out during the quarter.
  • Allworth Financial sold 202 iShares Evolved U.S. Financials ETF shares in Q4 2021, an estimated $6K.
  • Allworth Financial first reported a position in iShares Evolved U.S. Financials ETF in Q2 2021 and held it in 2 quarters.
  • Allworth Financial's iShares Evolved U.S. Financials ETF position peaked at $6K in Q3 2021.
  • 12 funds tracked by Wall St. Rank held iShares Evolved U.S. Financials ETF as of Q4 2021.

Based on Allworth Financial's 13F filing for Q4 2021, filed 21 Jan 2022.