Bordeaux Wealth Advisors’s iShares US Consumer Discretionary ETF IYC Stock Holding History

Bordeaux Wealth Advisors’s Portfolio IYC Stock Details IYC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	–	Sell	-2,856	Closed	-$203K	–	99
2023 Q2	$203K	Buy	+2,856	New	+$187K	0.08%	99

Other funds holding IYC

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

PCH

PGIM Custom Harvest Newark, New Jersey $6.4B AUM 18.53% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Bordeaux Wealth Advisors's IYC Position: Q3 2023 in Review

Bordeaux Wealth Advisors sold out of iShares US Consumer Discretionary ETF (IYC) in Q3 2023, closing a stake of 2,856 shares — an estimated $203K sold.

Bordeaux Wealth Advisors first reported a position in IYC in Q2 2023 and held it in 1 quarter. The position peaked at $203K in Q2 2023. 187 funds tracked by Wall St. Rank hold IYC as of Q3 2023.

Bordeaux Wealth Advisors reported no remaining iShares US Consumer Discretionary ETF position as of Q3 2023 after selling out during the quarter.
Bordeaux Wealth Advisors sold 2,856 iShares US Consumer Discretionary ETF shares in Q3 2023, an estimated $203K.
Bordeaux Wealth Advisors first reported a position in iShares US Consumer Discretionary ETF in Q2 2023 and held it in 1 quarter.
Bordeaux Wealth Advisors's iShares US Consumer Discretionary ETF position peaked at $203K in Q2 2023.
187 funds tracked by Wall St. Rank held iShares US Consumer Discretionary ETF as of Q3 2023.

Based on Bordeaux Wealth Advisors's 13F filing for Q3 2023, filed 27 Oct 2023.