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Cahill Financial Advisors’s iShares S&P 100 ETF OEF Stock Holding History

Cahill Financial Advisors’s Portfolio OEF Stock Details OEF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q4 		– Sell
-347
Closed -$68K – 578
2021
Q3 		$68K Buy
+347
New +$70.5K 0.01% 305

Other funds holding OEF

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $54.7B AUM 26.51% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
IC
IEQ Capital Foster City, California $21.5B AUM 75.26% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
MFW
Meristem Family Wealth Minnetonka, Minnesota $925M AUM 14.15% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
MWM
Merriman Wealth Management Seattle, Washington $2.4B AUM 13.66% 1-Year Est. Return
EW
Evoke Wealth Los Angeles, California $5.57B AUM 23.85% 1-Year Est. Return

Cahill Financial Advisors's OEF Position: Q4 2021 in Review

Cahill Financial Advisors sold out of iShares S&P 100 ETF (OEF) in Q4 2021, closing a stake of 347 shares — an estimated $68K sold.

Cahill Financial Advisors first reported a position in OEF in Q3 2021 and held it in 1 quarter. The position peaked at $68K in Q3 2021. 511 funds tracked by Wall St. Rank hold OEF as of Q4 2021.

  • Cahill Financial Advisors reported no remaining iShares S&P 100 ETF position as of Q4 2021 after selling out during the quarter.
  • Cahill Financial Advisors sold 347 iShares S&P 100 ETF shares in Q4 2021, an estimated $68K.
  • Cahill Financial Advisors first reported a position in iShares S&P 100 ETF in Q3 2021 and held it in 1 quarter.
  • Cahill Financial Advisors's iShares S&P 100 ETF position peaked at $68K in Q3 2021.
  • 511 funds tracked by Wall St. Rank held iShares S&P 100 ETF as of Q4 2021.

Based on Cahill Financial Advisors's 13F filing for Q4 2021, filed 11 Feb 2022.