Barrow, Hanley, Mewhinney & Strauss
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Barrow, Hanley, Mewhinney & Strauss’s iShares US Basic Materials ETF IYM Stock Holding History

Barrow, Hanley, Mewhinney & Strauss’s Portfolio IYM Stock Details IYM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q1 		– Sell
-12,206
Closed -$1.2M – 360
2019
Q4 		$1.2M Buy
+12,206
New +$1.15M ﹤0.01% 227

Other funds holding IYM

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CB
Commerce Bank Kansas City, Missouri $20.7B AUM 23.76% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CAM
Cresset Asset Management Chicago, Illinois $23.1B AUM 27.04% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss's IYM Position: Q1 2020 in Review

Barrow, Hanley, Mewhinney & Strauss sold out of iShares US Basic Materials ETF (IYM) in Q1 2020, closing a stake of 12,206 shares — an estimated $1.2M sold.

Barrow, Hanley, Mewhinney & Strauss first reported a position in IYM in Q4 2019 and held it in 1 quarter. The position peaked at $1.2M in Q4 2019. 110 funds tracked by Wall St. Rank hold IYM as of Q1 2020.

  • Barrow, Hanley, Mewhinney & Strauss reported no remaining iShares US Basic Materials ETF position as of Q1 2020 after selling out during the quarter.
  • Barrow, Hanley, Mewhinney & Strauss sold 12,206 iShares US Basic Materials ETF shares in Q1 2020, an estimated $1.2M.
  • Barrow, Hanley, Mewhinney & Strauss first reported a position in iShares US Basic Materials ETF in Q4 2019 and held it in 1 quarter.
  • Barrow, Hanley, Mewhinney & Strauss's iShares US Basic Materials ETF position peaked at $1.2M in Q4 2019.
  • 110 funds tracked by Wall St. Rank held iShares US Basic Materials ETF as of Q1 2020.

Based on Barrow, Hanley, Mewhinney & Strauss's 13F filing for Q1 2020, filed 15 May 2020.