Eaton Vance Management’s iShares US Insurance ETF IAK Stock Holding History

Eaton Vance Management’s Portfolio IAK Stock Details IAK Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q1	–	Sell	-75	Closed	-$6K	–	2227
2021 Q4	$6K	Hold	75	–	–	﹤0.01%	2611
2021 Q3	$0	Sell	75 -25	-25%	-$1.98K	﹤0.01%	2328
2021 Q2	$8K	Hold	100	–	–	﹤0.01%	2578
2021 Q1	$7K	Buy	+100	New	+$7.11K	﹤0.01%	2456

Other funds holding IAK

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Empowered Funds Havertown, Pennsylvania $19B AUM 51.73% 1-Year Est. Return

BHWA

Beacon Harbor Wealth Advisors Virginia Beach, Virginia $513M AUM 48.98% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Martin & Co Knoxville, Tennessee $640M AUM 23.57% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Eaton Vance Management's IAK Position: Q1 2022 in Review

Eaton Vance Management sold out of iShares US Insurance ETF (IAK) in Q1 2022, closing a stake of 75 shares — an estimated $6K sold.

Eaton Vance Management first reported a position in IAK in Q1 2021 and held it in 4 quarters. The position peaked at $8K in Q2 2021. 54 funds tracked by Wall St. Rank hold IAK as of Q1 2022.

Eaton Vance Management reported no remaining iShares US Insurance ETF position as of Q1 2022 after selling out during the quarter.
Eaton Vance Management sold 75 iShares US Insurance ETF shares in Q1 2022, an estimated $6K.
Eaton Vance Management first reported a position in iShares US Insurance ETF in Q1 2021 and held it in 4 quarters.
Eaton Vance Management's iShares US Insurance ETF position peaked at $8K in Q2 2021.
54 funds tracked by Wall St. Rank held iShares US Insurance ETF as of Q1 2022.

Based on Eaton Vance Management's 13F filing for Q1 2022, filed 16 May 2022.