AIC
IEFN

Ameritas Investment Company’s iShares Evolved U.S. Financials ETF IEFN Stock Holding History

Ameritas Investment Company’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
Q2 		– Sell
-727
Closed -$21.5K – 2236
2021
Q1 		$21.5K Buy
+727
New +$20.2K ﹤0.01% 1264

Other funds holding IEFN

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $4.08B AUM 58.77% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
IF
Ironwood Financial Tucson, Arizona $639M AUM 19.03% 1-Year Est. Return
FP
Financial Perspectives Minneapolis, Minnesota $411M AUM 26.27% 1-Year Est. Return
AF
Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return
HIA
Harbor Investment Advisory Lutherville, Maryland $1.43B AUM 30.71% 1-Year Est. Return
SWA
SOA Wealth Advisors New York $595M AUM 25.98% 1-Year Est. Return

Ameritas Investment Company's IEFN Position: Q2 2021 in Review

Ameritas Investment Company sold out of iShares Evolved U.S. Financials ETF (IEFN) in Q2 2021, closing a stake of 727 shares — an estimated $21.5K sold.

Ameritas Investment Company first reported a position in IEFN in Q1 2021 and held it in 1 quarter. The position peaked at $21.5K in Q1 2021. 11 funds tracked by Wall St. Rank hold IEFN as of Q2 2021.

  • Ameritas Investment Company reported no remaining iShares Evolved U.S. Financials ETF position as of Q2 2021 after selling out during the quarter.
  • Ameritas Investment Company sold 727 iShares Evolved U.S. Financials ETF shares in Q2 2021, an estimated $21.5K.
  • Ameritas Investment Company first reported a position in iShares Evolved U.S. Financials ETF in Q1 2021 and held it in 1 quarter.
  • Ameritas Investment Company's iShares Evolved U.S. Financials ETF position peaked at $21.5K in Q1 2021.
  • 11 funds tracked by Wall St. Rank held iShares Evolved U.S. Financials ETF as of Q2 2021.

Based on Ameritas Investment Company's 13F filing for Q2 2021, filed 16 Aug 2021.