Consilium Wealth Advisory’s iShares US Basic Materials ETF IYM Stock Holding History

Consilium Wealth Advisory’s Portfolio IYM Stock Details IYM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q3	–	Sell	-7,432	Closed	-$875K	–	74
2022 Q2	$875K	Buy	7,432 +169	+2%	+$23.4K	0.94%	30
2022 Q1	$1.09M	Sell	7,263 -480	-6%	-$66.3K	0.78%	29
2021 Q4	$1.09M	Buy	+7,743	New	+$1.04M	0.7%	32

Other funds holding IYM

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return

Commerce Bank Kansas City, Missouri $20.7B AUM 23.76% 1-Year Est. Return

SFI

SPC Financial Inc Rockville, Maryland $1.28B AUM 12.6% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Consilium Wealth Advisory's IYM Position: Q3 2022 in Review

Consilium Wealth Advisory sold out of iShares US Basic Materials ETF (IYM) in Q3 2022, closing a stake of 7,432 shares — an estimated $875K sold.

Consilium Wealth Advisory first reported a position in IYM in Q4 2021 and held it in 3 quarters. The position peaked at $1.09M in Q1 2022. 195 funds tracked by Wall St. Rank hold IYM as of Q3 2022.

Consilium Wealth Advisory reported no remaining iShares US Basic Materials ETF position as of Q3 2022 after selling out during the quarter.
Consilium Wealth Advisory sold 7,432 iShares US Basic Materials ETF shares in Q3 2022, an estimated $875K.
Consilium Wealth Advisory first reported a position in iShares US Basic Materials ETF in Q4 2021 and held it in 3 quarters.
Consilium Wealth Advisory's iShares US Basic Materials ETF position peaked at $1.09M in Q1 2022.
195 funds tracked by Wall St. Rank held iShares US Basic Materials ETF as of Q3 2022.

Based on Consilium Wealth Advisory's 13F filing for Q3 2022, filed 12 Oct 2022.