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Coston McIsaac & Partners’s iShares US Regional Banks ETF IAT Stock Holding History

Coston McIsaac & Partners’s Portfolio IAT Stock Details IAT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-100
Closed -$5K – 786
2024
Q4 		$5K Buy
+100
New +$5.17K ﹤0.01% 580

Other funds holding IAT

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
EPFB
Employees Provident Fund Board Shah Alam, Malaysia $13.2B AUM 29.65% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Coston McIsaac & Partners's IAT Position: Q1 2025 in Review

Coston McIsaac & Partners sold out of iShares US Regional Banks ETF (IAT) in Q1 2025, closing a stake of 100 shares — an estimated $5K sold.

Coston McIsaac & Partners first reported a position in IAT in Q4 2024 and held it in 1 quarter. The position peaked at $5K in Q4 2024. 185 funds tracked by Wall St. Rank hold IAT as of Q1 2025.

  • Coston McIsaac & Partners reported no remaining iShares US Regional Banks ETF position as of Q1 2025 after selling out during the quarter.
  • Coston McIsaac & Partners sold 100 iShares US Regional Banks ETF shares in Q1 2025, an estimated $5K.
  • Coston McIsaac & Partners first reported a position in iShares US Regional Banks ETF in Q4 2024 and held it in 1 quarter.
  • Coston McIsaac & Partners's iShares US Regional Banks ETF position peaked at $5K in Q4 2024.
  • 185 funds tracked by Wall St. Rank held iShares US Regional Banks ETF as of Q1 2025.

Based on Coston McIsaac & Partners's 13F filing for Q1 2025, filed 13 May 2025.