Canvas Wealth Advisors’s iShares US Consumer Staples ETF IYK Stock Holding History

Canvas Wealth Advisors’s Portfolio IYK Stock Details IYK Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q1	–	Sell	-3,303	Closed	-$216K	–	149
2022 Q4	$216K	Sell	3,303 -3	-0.1%	-$197	0.09%	137
2022 Q3	$214K	Sell	3,306 -327	-9%	-$21.5K	0.09%	117
2022 Q2	$236K	Hold	3,633	–	–	0.1%	113
2022 Q1	$247K	Hold	3,633	–	–	0.09%	122
2021 Q4	$242K	Hold	3,633	–	–	0.09%	121
2021 Q3	$217K	Hold	3,633	–	–	0.09%	112
2021 Q2	$223K	Hold	3,633	–	–	0.1%	111
2021 Q1	$220K	Buy	+3,633	New	+$213K	0.13%	104

Other funds holding IYK

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

PCH

PGIM Custom Harvest Newark, New Jersey $7.98B AUM 28.14% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

MCM

Mainstay Capital Management Grand Blanc, Michigan $1.35B AUM 46.51% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Canvas Wealth Advisors's IYK Position: Q1 2023 in Review

Canvas Wealth Advisors sold out of iShares US Consumer Staples ETF (IYK) in Q1 2023, closing a stake of 3,303 shares — an estimated $216K sold.

Canvas Wealth Advisors first reported a position in IYK in Q1 2021 and held it in 8 quarters. The position peaked at $247K in Q1 2022. 242 funds tracked by Wall St. Rank hold IYK as of Q1 2023.

Canvas Wealth Advisors reported no remaining iShares US Consumer Staples ETF position as of Q1 2023 after selling out during the quarter.
Canvas Wealth Advisors sold 3,303 iShares US Consumer Staples ETF shares in Q1 2023, an estimated $216K.
Canvas Wealth Advisors first reported a position in iShares US Consumer Staples ETF in Q1 2021 and held it in 8 quarters.
Canvas Wealth Advisors's iShares US Consumer Staples ETF position peaked at $247K in Q1 2022.
242 funds tracked by Wall St. Rank held iShares US Consumer Staples ETF as of Q1 2023.

Based on Canvas Wealth Advisors's 13F filing for Q1 2023, filed 28 Apr 2023.