Bank of America
IEFN

Bank of America’s iShares Evolved U.S. Financials ETF IEFN Stock Holding History

Bank of America’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
2022
Q1 		– Sell
-78
Closed -$3K – 9077
2021
Q4 		$3K Buy
+78
New +$2.6K ﹤0.01% 7968

Other funds holding IEFN

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
SF
Synovus Financial Columbus, Georgia $8.74B AUM 12.78% 1-Year Est. Return
HIC
Holderness Investments Company Greensboro, North Carolina $498M AUM 34.39% 1-Year Est. Return
SAS
Sanford Advisory Services Portage, Michigan $420M AUM 15.59% 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
FP
Financial Perspectives Minneapolis, Minnesota $411M AUM 26.27% 1-Year Est. Return
SWA
SOA Wealth Advisors New York $595M AUM 25.98% 1-Year Est. Return

Bank of America's IEFN Position: Q1 2022 in Review

Bank of America sold out of iShares Evolved U.S. Financials ETF (IEFN) in Q1 2022, closing a stake of 78 shares — an estimated $3K sold.

Bank of America first reported a position in IEFN in Q4 2021 and held it in 1 quarter. The position peaked at $3K in Q4 2021. 13 funds tracked by Wall St. Rank hold IEFN as of Q1 2022.

  • Bank of America reported no remaining iShares Evolved U.S. Financials ETF position as of Q1 2022 after selling out during the quarter.
  • Bank of America sold 78 iShares Evolved U.S. Financials ETF shares in Q1 2022, an estimated $3K.
  • Bank of America first reported a position in iShares Evolved U.S. Financials ETF in Q4 2021 and held it in 1 quarter.
  • Bank of America's iShares Evolved U.S. Financials ETF position peaked at $3K in Q4 2021.
  • 13 funds tracked by Wall St. Rank held iShares Evolved U.S. Financials ETF as of Q1 2022.

Based on Bank of America's 13F filing for Q1 2022, filed 16 May 2022.