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Centaurus Financial’s iShares US Consumer Focused ETF IEDI Stock Holding History

Centaurus Financial’s Portfolio IEDI Stock Details IEDI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q1 		– Sell
-4,429
Closed -$214K – 933
2021
Q4 		$214K Buy
4,429
+814
+23% +$38.2K 0.02% 661
2021
Q3 		$159K Buy
+3,615
New +$165K 0.01% 718

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HAS
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IF
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CIC
Carnegie Investment Counsel Pepper Pike, Ohio $4.99B AUM 23.08% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
MCC
Money Concepts Capital Palm Beach Gardens, Florida $2.16B AUM 28.67% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Centaurus Financial's IEDI Position: Q1 2022 in Review

Centaurus Financial sold out of iShares US Consumer Focused ETF (IEDI) in Q1 2022, closing a stake of 4,429 shares — an estimated $214K sold.

Centaurus Financial first reported a position in IEDI in Q3 2021 and held it in 2 quarters. The position peaked at $214K in Q4 2021. 12 funds tracked by Wall St. Rank hold IEDI as of Q1 2022.

  • Centaurus Financial reported no remaining iShares US Consumer Focused ETF position as of Q1 2022 after selling out during the quarter.
  • Centaurus Financial sold 4,429 iShares US Consumer Focused ETF shares in Q1 2022, an estimated $214K.
  • Centaurus Financial first reported a position in iShares US Consumer Focused ETF in Q3 2021 and held it in 2 quarters.
  • Centaurus Financial's iShares US Consumer Focused ETF position peaked at $214K in Q4 2021.
  • 12 funds tracked by Wall St. Rank held iShares US Consumer Focused ETF as of Q1 2022.

Based on Centaurus Financial's 13F filing for Q1 2022, filed 13 May 2022.