CI
IEDI icon

CX Institutional’s iShares US Consumer Focused ETF IEDI Stock Holding History

CX Institutional’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
2023
Q1 		– Sell
-9,596
Closed -$345K – 526
2022
Q4 		$345K Sell
9,596
-45,504
-83% -$1.69M 0.02% 415
2022
Q3 		$1.92M Buy
+55,100
New +$2.11M 0.13% 189

Other funds holding IEDI

TRCT
Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return
HAS
HBW Advisory Services Simi Valley, California $1.11B AUM 25.66% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
IF
Ironwood Financial Tucson, Arizona $639M AUM 19.03% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
AAS
Ameritas Advisory Services Lincoln, Nebraska $2.58B AUM 18.84% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
SIC
SJS Investment Consulting Sylvania, Ohio $919M AUM 23.4% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

CX Institutional's IEDI Position: Q1 2023 in Review

CX Institutional sold out of iShares US Consumer Focused ETF (IEDI) in Q1 2023, closing a stake of 9,596 shares — an estimated $345K sold.

CX Institutional first reported a position in IEDI in Q3 2022 and held it in 2 quarters. The position peaked at $1.92M in Q3 2022. 11 funds tracked by Wall St. Rank hold IEDI as of Q1 2023.

  • CX Institutional reported no remaining iShares US Consumer Focused ETF position as of Q1 2023 after selling out during the quarter.
  • CX Institutional sold 9,596 iShares US Consumer Focused ETF shares in Q1 2023, an estimated $345K.
  • CX Institutional first reported a position in iShares US Consumer Focused ETF in Q3 2022 and held it in 2 quarters.
  • CX Institutional's iShares US Consumer Focused ETF position peaked at $1.92M in Q3 2022.
  • 11 funds tracked by Wall St. Rank held iShares US Consumer Focused ETF as of Q1 2023.

Based on CX Institutional's 13F filing for Q1 2023, filed 4 May 2023.