CWA
IYJ icon

Constellation Wealth Advisors’s iShares US Industrials ETF IYJ Stock Holding History

Constellation Wealth Advisors’s Portfolio IYJ Stock Details IYJ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q4 		– Sell
-4,734
Closed -$239K – 185
2014
Q3 		$239K Sell
4,734
-11,590
-71% -$595K 0.02% 184
2014
Q2 		$846K Buy
+16,324
New +$832K 0.09% 111
2014
Q1 		– Sell
-72,074
Closed -$3.65M – 194
2013
Q4 		$3.65M Buy
72,074
+10,936
+18% +$522K 0.35% 68
2013
Q3 		$2.77M Buy
61,138
+14,044
+30% +$619K 0.31% 78
2013
Q2 		$1.95M Buy
+47,094
New +$1.95M 0.23% 94

Other funds holding IYJ

BA
BlackRock Advisors Wilmington, Delaware $92.2B AUM 15.8% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.2B AUM 16.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
BIM
BlackRock Investment Management Wilmington, Delaware $86.4B AUM 16.83% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return