Eaton Vance Management’s iShares US Financials ETF IYF Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q1	–	Sell	-984	Closed	-$85K	–	2273
2021 Q4	$85K	Hold	984	–	–	﹤0.01%	1893
2021 Q3	$81K	Buy	984 +234	+31%	+$19.4K	﹤0.01%	1460
2021 Q2	$61K	Hold	750	–	–	﹤0.01%	2086
2021 Q1	$56K	Buy	+750	New	+$53.3K	﹤0.01%	1765

Other funds holding IYF

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

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

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

Eaton Vance Management sold out of iShares US Financials ETF (IYF) in Q1 2022, closing a stake of 984 shares — an estimated $85K sold.

Eaton Vance Management first reported a position in IYF in Q1 2021 and held it in 4 quarters. The position peaked at $85K in Q4 2021. 339 funds tracked by Wall St. Rank hold IYF as of Q1 2022.

Eaton Vance Management reported no remaining iShares US Financials ETF position as of Q1 2022 after selling out during the quarter.
Eaton Vance Management sold 984 iShares US Financials ETF shares in Q1 2022, an estimated $85K.
Eaton Vance Management first reported a position in iShares US Financials ETF in Q1 2021 and held it in 4 quarters.
Eaton Vance Management's iShares US Financials ETF position peaked at $85K in Q4 2021.
339 funds tracked by Wall St. Rank held iShares US Financials ETF as of Q1 2022.

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