CT
IECS

Caldwell Trust’s iShares Evolved U.S. Consumer Staples ETF IECS Stock Holding History

Caldwell Trust’s Portfolio IECS Stock Details IECS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-4,700
Closed -$146K – 732
2020
Q4 		$146K Buy
+4,700
New +$141K 0.02% 297

Other funds holding IECS

Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
IF
Ironwood Financial Tucson, Arizona $639M AUM 19.03% 1-Year Est. Return
HF
HRT Financial New York $40.1B AUM 58.22% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
AIC
Ameritas Investment Company Lincoln, Nebraska $2.17B AUM 26.5% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
AWM
Accel Wealth Management Waverly, Iowa $444M AUM 31.14% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Caldwell Trust's IECS Position: Q1 2021 in Review

Caldwell Trust sold out of iShares Evolved U.S. Consumer Staples ETF (IECS) in Q1 2021, closing a stake of 4,700 shares — an estimated $146K sold.

Caldwell Trust first reported a position in IECS in Q4 2020 and held it in 1 quarter. The position peaked at $146K in Q4 2020. 10 funds tracked by Wall St. Rank hold IECS as of Q1 2021.

  • Caldwell Trust reported no remaining iShares Evolved U.S. Consumer Staples ETF position as of Q1 2021 after selling out during the quarter.
  • Caldwell Trust sold 4,700 iShares Evolved U.S. Consumer Staples ETF shares in Q1 2021, an estimated $146K.
  • Caldwell Trust first reported a position in iShares Evolved U.S. Consumer Staples ETF in Q4 2020 and held it in 1 quarter.
  • Caldwell Trust's iShares Evolved U.S. Consumer Staples ETF position peaked at $146K in Q4 2020.
  • 10 funds tracked by Wall St. Rank held iShares Evolved U.S. Consumer Staples ETF as of Q1 2021.

Based on Caldwell Trust's 13F filing for Q1 2021, filed 2 Oct 2025.