Citigroup’s iShares Evolved U.S. Healthcare Staples ETF IEHS Stock Holding History

Citigroup’s Portfolio IEHS Stock Details IEHS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q4	–	Sell	-25	Closed	-$1K	–	7712
2020 Q3	$1K	Hold	25	–	–	﹤0.01%	7413
2020 Q2	$1K	Hold	25	–	–	﹤0.01%	7495
2020 Q1	$1K	Hold	25	–	–	﹤0.01%	7546
2019 Q4	$1K	Buy	+25	New	+$757	﹤0.01%	7636

Other funds holding IEHS

WCM

WealthBridge Capital Management Westerville, Ohio $503M AUM 26.74% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

JPLA

Joseph P. Lucia & Associates Yorktown Heights, New York $280M AUM 18.25% 1-Year Est. Return

ASN

Advisory Services Network Atlanta, Georgia $7.52B AUM 29.01% 1-Year Est. Return

PFGIA

Patriot Financial Group Insurance Agency Westborough, Massachusetts $974M AUM 29.77% 1-Year Est. Return

Citigroup's IEHS Position: Q4 2020 in Review

Citigroup sold out of iShares Evolved U.S. Healthcare Staples ETF (IEHS) in Q4 2020, closing a stake of 25 shares — an estimated $1K sold.

Citigroup first reported a position in IEHS in Q4 2019 and held it in 4 quarters. The position peaked at $1K in Q3 2020. 6 funds tracked by Wall St. Rank hold IEHS as of Q4 2020.

Citigroup reported no remaining iShares Evolved U.S. Healthcare Staples ETF position as of Q4 2020 after selling out during the quarter.
Citigroup sold 25 iShares Evolved U.S. Healthcare Staples ETF shares in Q4 2020, an estimated $1K.
Citigroup first reported a position in iShares Evolved U.S. Healthcare Staples ETF in Q4 2019 and held it in 4 quarters.
Citigroup's iShares Evolved U.S. Healthcare Staples ETF position peaked at $1K in Q3 2020.
6 funds tracked by Wall St. Rank held iShares Evolved U.S. Healthcare Staples ETF as of Q4 2020.

Based on Citigroup's 13F filing for Q4 2020, filed 11 Feb 2021.