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Edmond de Rothschild Holding’s iShares US Regional Banks ETF IAT Stock Holding History

Edmond de Rothschild Holding’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
2020
Q2 		– Sell
-1,940
Closed -$56K – 624
2020
Q1 		$56K Hold
1,940
– – ﹤0.01% 441
2019
Q4 		$99K Buy
+1,940
New +$94.6K ﹤0.01% 423
2018
Q3 		– Sell
-12,750
Closed -$627K – 760
2018
Q2 		$627K Sell
12,750
-7,100
-36% -$363K 0.02% 318
2018
Q1 		$1M Buy
+19,850
New +$1.04M 0.03% 273

Other funds holding IAT

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
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
SI
Stephens Inc Little Rock, Arkansas $7.99B AUM 21.6% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Edmond de Rothschild Holding's IAT Position: Q2 2020 in Review

Edmond de Rothschild Holding sold out of iShares US Regional Banks ETF (IAT) in Q2 2020, closing a stake of 1,940 shares — an estimated $56K sold.

Edmond de Rothschild Holding first reported a position in IAT in Q1 2018 and held it in 4 quarters. The position peaked at $1M in Q1 2018. 96 funds tracked by Wall St. Rank hold IAT as of Q2 2020.

  • Edmond de Rothschild Holding reported no remaining iShares US Regional Banks ETF position as of Q2 2020 after selling out during the quarter.
  • Edmond de Rothschild Holding sold 1,940 iShares US Regional Banks ETF shares in Q2 2020, an estimated $56K.
  • Edmond de Rothschild Holding first reported a position in iShares US Regional Banks ETF in Q1 2018 and held it in 4 quarters.
  • Edmond de Rothschild Holding's iShares US Regional Banks ETF position peaked at $1M in Q1 2018.
  • 96 funds tracked by Wall St. Rank held iShares US Regional Banks ETF as of Q2 2020.

Based on Edmond de Rothschild Holding's 13F filing for Q2 2020, filed 7 Aug 2020.