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Baldwin Wealth Partners’s iShares US Financials ETF IYF Stock Holding History

Baldwin Wealth Partners’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
2018
Q2 		– Sell
-400
Closed -$24K – 517
2018
Q1 		$24K Hold
400
– – ﹤0.01% 364
2017
Q4 		$24K Buy
+400
New +$23.2K ﹤0.01% 353

Other funds holding IYF

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Baldwin Wealth Partners's IYF Position: Q2 2018 in Review

Baldwin Wealth Partners sold out of iShares US Financials ETF (IYF) in Q2 2018, closing a stake of 400 shares — an estimated $24K sold.

Baldwin Wealth Partners first reported a position in IYF in Q4 2017 and held it in 2 quarters. The position peaked at $24K in Q1 2018. 226 funds tracked by Wall St. Rank hold IYF as of Q2 2018.

  • Baldwin Wealth Partners reported no remaining iShares US Financials ETF position as of Q2 2018 after selling out during the quarter.
  • Baldwin Wealth Partners sold 400 iShares US Financials ETF shares in Q2 2018, an estimated $24K.
  • Baldwin Wealth Partners first reported a position in iShares US Financials ETF in Q4 2017 and held it in 2 quarters.
  • Baldwin Wealth Partners's iShares US Financials ETF position peaked at $24K in Q1 2018.
  • 226 funds tracked by Wall St. Rank held iShares US Financials ETF as of Q2 2018.

Based on Baldwin Wealth Partners's 13F filing for Q2 2018, filed 24 Jul 2018.