Cabot Wealth Management’s iShares US Financials ETF IYF Stock Holding History

Cabot Wealth Management’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
2018 Q2	–	Sell	-4,530	Closed	-$267K	–	127
2018 Q1	$267K	Buy	+4,530	New	+$275K	0.06%	110

Other funds holding IYF

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return

Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Cabot Wealth Management's IYF Position: Q2 2018 in Review

Cabot Wealth Management sold out of iShares US Financials ETF (IYF) in Q2 2018, closing a stake of 4,530 shares — an estimated $267K sold.

Cabot Wealth Management first reported a position in IYF in Q1 2018 and held it in 1 quarter. The position peaked at $267K in Q1 2018. 226 funds tracked by Wall St. Rank hold IYF as of Q2 2018.

Cabot Wealth Management reported no remaining iShares US Financials ETF position as of Q2 2018 after selling out during the quarter.
Cabot Wealth Management sold 4,530 iShares US Financials ETF shares in Q2 2018, an estimated $267K.
Cabot Wealth Management first reported a position in iShares US Financials ETF in Q1 2018 and held it in 1 quarter.
Cabot Wealth Management's iShares US Financials ETF position peaked at $267K in Q1 2018.
226 funds tracked by Wall St. Rank held iShares US Financials ETF as of Q2 2018.

Based on Cabot Wealth Management's 13F filing for Q2 2018, filed 9 Aug 2018.