Efficient Market Advisors’s iShares Dow Jones US ETF IYY Stock Holding History

Efficient Market Advisors’s Portfolio IYY Stock Details IYY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2015 Q1	–	Sell	-34	Closed	-$2K	–	147
2014 Q4	$2K	Hold	34	–	–	﹤0.01%	131
2014 Q3	$2K	Hold	34	–	–	﹤0.01%	124
2014 Q2	$2K	Hold	34	–	–	﹤0.01%	118
2014 Q1	$2K	Sell	34 -10	-23%	-$465	﹤0.01%	120
2013 Q4	$2K	Hold	44	–	–	﹤0.01%	116
2013 Q3	$2K	Hold	44	–	–	﹤0.01%	120
2013 Q2	$2K	Buy	+44	New	+$1.78K	﹤0.01%	105

Other funds holding IYY

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

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

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

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

Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

LWA

Lowe Wealth Advisors Columbia, Maryland $274M AUM 14.31% 1-Year Est. Return

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

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Efficient Market Advisors's IYY Position: Q1 2015 in Review

Efficient Market Advisors sold out of iShares Dow Jones US ETF (IYY) in Q1 2015, closing a stake of 34 shares — an estimated $2K sold.

Efficient Market Advisors first reported a position in IYY in Q2 2013 and held it in 7 quarters. The position peaked at $2K in Q4 2014. 95 funds tracked by Wall St. Rank hold IYY as of Q1 2015.

Efficient Market Advisors reported no remaining iShares Dow Jones US ETF position as of Q1 2015 after selling out during the quarter.
Efficient Market Advisors sold 34 iShares Dow Jones US ETF shares in Q1 2015, an estimated $2K.
Efficient Market Advisors first reported a position in iShares Dow Jones US ETF in Q2 2013 and held it in 7 quarters.
Efficient Market Advisors's iShares Dow Jones US ETF position peaked at $2K in Q4 2014.
95 funds tracked by Wall St. Rank held iShares Dow Jones US ETF as of Q1 2015.

Based on Efficient Market Advisors's 13F filing for Q1 2015, filed 15 Apr 2015.