Brown Brothers Harriman & Co’s iShares US Financial Services ETF IYG Stock Holding History

Brown Brothers Harriman & Co’s Portfolio IYG Stock Details IYG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q3	–	Sell	-282	Closed	-$17	–	1196
2021 Q2	$17	Buy	+282	New	+$17.2K	﹤0.01%	831
2018 Q3	–	Sell	-597	Closed	-$26K	–	851
2018 Q2	$26K	Sell	597 -1,059	-64%	-$46.9K	﹤0.01%	561
2018 Q1	$72K	Buy	1,656 +1,104	+200%	+$50.1K	﹤0.01%	449
2017 Q4	$24K	Hold	552	–	–	﹤0.01%	622
2017 Q3	$22K	Hold	552	–	–	﹤0.01%	583
2017 Q2	$21K	Buy	+552	New	+$20.1K	﹤0.01%	586

Other funds holding IYG

WestEnd Advisors Charlotte, North Carolina $4.14B AUM 15.99% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

AAS

Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return

RIG

RiverFront Investment Group Richmond, Virginia $6.46B AUM 18.45% 1-Year Est. Return

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

Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Brown Brothers Harriman & Co's IYG Position: Q3 2021 in Review

Brown Brothers Harriman & Co sold out of iShares US Financial Services ETF (IYG) in Q3 2021, closing a stake of 282 shares — an estimated $17 sold.

Brown Brothers Harriman & Co first reported a position in IYG in Q2 2017 and held it in 6 quarters. The position peaked at $72K in Q1 2018. 242 funds tracked by Wall St. Rank hold IYG as of Q3 2021.

Brown Brothers Harriman & Co reported no remaining iShares US Financial Services ETF position as of Q3 2021 after selling out during the quarter.
Brown Brothers Harriman & Co sold 282 iShares US Financial Services ETF shares in Q3 2021, an estimated $17.
Brown Brothers Harriman & Co first reported a position in iShares US Financial Services ETF in Q2 2017 and held it in 6 quarters.
Brown Brothers Harriman & Co's iShares US Financial Services ETF position peaked at $72K in Q1 2018.
242 funds tracked by Wall St. Rank held iShares US Financial Services ETF as of Q3 2021.

Based on Brown Brothers Harriman & Co's 13F filing for Q3 2021, filed 15 Nov 2021.