EFG Asset Management (Americas)’s iShares US Financials ETF IYF Stock Holding History

EFG Asset Management (Americas)’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
2020 Q1	–	Sell	-2,452	Closed	-$220K	–	121
2019 Q4	$220K	Hold	2,452	–	–	0.06%	119
2019 Q3	$209K	Hold	2,452	–	–	0.06%	115
2019 Q2	$202K	Buy	+2,452	New	+$151K	0.06%	114
2016 Q4	–	Sell	-2,452	Closed	-$145K	–	119
2016 Q3	$145K	Buy	+2,452	New	+$110K	0.06%	102
2015 Q3	–	Sell	-8,832	Closed	-$426K	–	93
2015 Q2	$426K	Buy	+8,832	New	+$400K	0.26%	67
2015 Q1	–	Sell	-2,400	Closed	-$108K	–	188
2014 Q4	$108K	Buy	+2,400	New	+$104K	0.07%	123

Other funds holding IYF

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

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

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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

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

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

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Scotia Capital Toronto, Ontario, Canada $26.8B AUM 33.07% 1-Year Est. Return

EFG Asset Management (Americas)'s IYF Position: Q1 2020 in Review

EFG Asset Management (Americas) sold out of iShares US Financials ETF (IYF) in Q1 2020, closing a stake of 2,452 shares — an estimated $220K sold.

EFG Asset Management (Americas) first reported a position in IYF in Q4 2014 and held it in 6 quarters. The position peaked at $426K in Q2 2015. 211 funds tracked by Wall St. Rank hold IYF as of Q1 2020.

EFG Asset Management (Americas) reported no remaining iShares US Financials ETF position as of Q1 2020 after selling out during the quarter.
EFG Asset Management (Americas) sold 2,452 iShares US Financials ETF shares in Q1 2020, an estimated $220K.
EFG Asset Management (Americas) first reported a position in iShares US Financials ETF in Q4 2014 and held it in 6 quarters.
EFG Asset Management (Americas)'s iShares US Financials ETF position peaked at $426K in Q2 2015.
211 funds tracked by Wall St. Rank held iShares US Financials ETF as of Q1 2020.

Based on EFG Asset Management (Americas)'s 13F filing for Q1 2020, filed 8 May 2020.