Edmond de Rothschild Holding’s iShares US Technology ETF IYW Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q2	–	Sell	-1,160	Closed	-$39K	–	833
2017 Q1	$39K	Sell	1,160 -1,540	-57%	-$50K	﹤0.01%	675
2016 Q4	$81K	Hold	2,700	–	–	﹤0.01%	593
2016 Q3	$80K	Sell	2,700 -860	-24%	-$24.6K	﹤0.01%	611
2016 Q2	$94K	Buy	3,560 +2,400	+207%	+$63.4K	﹤0.01%	576
2016 Q1	$31K	Buy	+1,160	New	+$29.3K	﹤0.01%	683

Other funds holding IYW

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

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

PAG

Pinnacle Advisory Group Columbia, Maryland $2.17B AUM 39.21% 1-Year Est. Return

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

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

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

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

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

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

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Edmond de Rothschild Holding's IYW Position: Q2 2017 in Review

Edmond de Rothschild Holding sold out of iShares US Technology ETF (IYW) in Q2 2017, closing a stake of 1,160 shares — an estimated $39K sold.

Edmond de Rothschild Holding first reported a position in IYW in Q1 2016 and held it in 5 quarters. The position peaked at $94K in Q2 2016. 260 funds tracked by Wall St. Rank hold IYW as of Q2 2017.

Edmond de Rothschild Holding reported no remaining iShares US Technology ETF position as of Q2 2017 after selling out during the quarter.
Edmond de Rothschild Holding sold 1,160 iShares US Technology ETF shares in Q2 2017, an estimated $39K.
Edmond de Rothschild Holding first reported a position in iShares US Technology ETF in Q1 2016 and held it in 5 quarters.
Edmond de Rothschild Holding's iShares US Technology ETF position peaked at $94K in Q2 2016.
260 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q2 2017.

Based on Edmond de Rothschild Holding's 13F filing for Q2 2017, filed 10 Aug 2017.