Edmond de Rothschild Holding’s iShares US Financial Services ETF IYG Stock Holding History

Edmond de Rothschild Holding’s Portfolio IYG Stock Details IYG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-48	Closed	-$3.41K	–	629
2024 Q3	$3.41K	Hold	48	–	–	﹤0.01%	618
2024 Q2	$3.13K	Hold	48	–	–	﹤0.01%	655
2024 Q1	$3.18K	Hold	48	–	–	﹤0.01%	668
2023 Q4	$2.87K	Hold	48	–	–	﹤0.01%	681
2023 Q3	$2.47K	Buy	+48	New	+$2.6K	﹤0.01%	696
2021 Q3	–	Sell	-270	Closed	-$17K	–	837
2021 Q2	$17K	Hold	270	–	–	﹤0.01%	727
2021 Q1	$15K	Sell	270 -55,908	-100%	-$3.03M	﹤0.01%	679
2020 Q4	$2.81M	Buy	56,178 +52,278	+1,340%	+$2.36M	0.09%	192
2020 Q3	$159K	Buy	3,900 +1,950	+100%	+$80.4K	0.01%	419
2020 Q2	$78K	Buy	+1,950	New	+$74.9K	﹤0.01%	460
2018 Q1	–	Sell	-1,215	Closed	-$53K	–	806
2017 Q4	$53K	Hold	1,215	–	–	﹤0.01%	635
2017 Q3	$49K	Sell	1,215 -2,208	-65%	-$84.5K	﹤0.01%	657
2017 Q2	$129K	Hold	3,423	–	–	﹤0.01%	529
2017 Q1	$124K	Hold	3,423	–	–	﹤0.01%	538
2016 Q4	$121K	Hold	3,423	–	–	﹤0.01%	553
2016 Q3	$100K	Buy	3,423 +2,991	+692%	+$86.1K	﹤0.01%	591
2016 Q2	$12K	Hold	432	–	–	﹤0.01%	755
2016 Q1	$12K	Sell	432 -624	-59%	-$16.5K	﹤0.01%	753
2015 Q4	$32K	Hold	1,056	–	–	﹤0.01%	676
2015 Q3	$30K	Hold	1,056	–	–	﹤0.01%	673
2015 Q2	$33K	Buy	+1,056	New	+$32.8K	﹤0.01%	681

Other funds holding IYG

Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return

RIG

RiverFront Investment Group Richmond, Virginia $6.46B AUM 18.45% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Edmond de Rothschild Holding's IYG Position: Q4 2024 in Review

Edmond de Rothschild Holding sold out of iShares US Financial Services ETF (IYG) in Q4 2024, closing a stake of 48 shares — an estimated $3.41K sold.

Edmond de Rothschild Holding first reported a position in IYG in Q2 2015 and held it in 21 quarters. The position peaked at $2.81M in Q4 2020. 249 funds tracked by Wall St. Rank hold IYG as of Q4 2024.

Edmond de Rothschild Holding reported no remaining iShares US Financial Services ETF position as of Q4 2024 after selling out during the quarter.
Edmond de Rothschild Holding sold 48 iShares US Financial Services ETF shares in Q4 2024, an estimated $3.41K.
Edmond de Rothschild Holding first reported a position in iShares US Financial Services ETF in Q2 2015 and held it in 21 quarters.
Edmond de Rothschild Holding's iShares US Financial Services ETF position peaked at $2.81M in Q4 2020.
249 funds tracked by Wall St. Rank held iShares US Financial Services ETF as of Q4 2024.

Based on Edmond de Rothschild Holding's 13F filing for Q4 2024, filed 12 Feb 2025.