Edmond de Rothschild (Monaco)’s iShares US Financials ETF IYF Stock Holding History

Edmond de Rothschild (Monaco)’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
2016 Q3	$455K	Buy	+10,120	New	+$453K	0.39%	21

Other funds holding IYF

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

BlackRock Advisors Wilmington, Delaware $98.8B AUM 15.8% 1-Year Est. Return

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

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

PAMU

Pictet Asset Management (UK) London, United Kingdom $91.8B AUM 47.77% 1-Year Est. Return

UCFA

United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return

Allstate Corporation Northbrook, Illinois $9.35B AUM 16.13% 1-Year Est. Return

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

Edmond de Rothschild (Monaco)'s IYF Position: Q3 2016 in Review

Edmond de Rothschild (Monaco) opened a new position in iShares US Financials ETF (IYF) in Q3 2016: 10,120 shares worth $455K. The stake represents 0.39% of the portfolio and ranks #21 among its holdings.

163 funds tracked by Wall St. Rank hold IYF as of Q3 2016.

Edmond de Rothschild (Monaco) held 10,120 shares of iShares US Financials ETF worth $455K as of Q3 2016.
iShares US Financials ETF was a new Edmond de Rothschild (Monaco) position in Q3 2016.
iShares US Financials ETF made up 0.39% of Edmond de Rothschild (Monaco)'s portfolio in Q3 2016, its #21 holding.
163 funds tracked by Wall St. Rank held iShares US Financials ETF as of Q3 2016.

Based on Edmond de Rothschild (Monaco)'s 13F filing for Q3 2016, filed 21 Nov 2016.