Butensky & Cohen Financial Security’s iShares US Financials ETF IYF Stock Holding History

Butensky & Cohen Financial Security’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
2017 Q3	–	Sell	-120	Closed	-$6K	–	98
2017 Q2	$6K	Hold	120	–	–	0.01%	110
2017 Q1	$6K	Hold	120	–	–	0.01%	109
2016 Q4	$6K	Hold	120	–	–	0.01%	106
2016 Q3	$5K	Hold	120	–	–	﹤0.01%	107
2016 Q2	$5K	Sell	120 -540	-82%	-$23.4K	﹤0.01%	98
2016 Q1	$28K	Hold	660	–	–	0.03%	85
2015 Q4	$29K	Hold	660	–	–	0.03%	87
2015 Q3	$28K	Buy	660 +120	+22%	+$5.35K	0.03%	85
2015 Q2	$24K	Buy	540 +50	+10%	+$2.26K	0.02%	88
2015 Q1	$22K	Buy	490 +10	+2%	+$444	0.02%	91
2014 Q4	$22K	Buy	+480	New	+$20.9K	0.02%	91

Other funds holding IYF

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

Bank of America

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

Manulife (Manufacturers Life Insurance)

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

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Schroder Investment Management Group

Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return

Envestnet Asset Management

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

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

Royal Bank of Canada

Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return