EFG Asset Management (Americas)’s iShares US Financials ETF IYF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | 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 | +$202K | 0.06% | 114 |
|
|
2016
Q4 | – | Sell |
-2,452
| Closed | -$145K | – | 119 |
|
|
2016
Q3 | $145K | Buy |
+2,452
| New | +$145K | 0.06% | 102 |
|
|
2015
Q3 | – | Sell |
-8,832
| Closed | -$426K | – | 93 |
|
|
2015
Q2 | $426K | Buy |
+8,832
| New | +$426K | 0.26% | 67 |
|
|
2015
Q1 | – | Sell |
-2,400
| Closed | -$108K | – | 189 |
|
|
2014
Q4 | $108K | Buy |
+2,400
| New | +$108K | 0.07% | 123 |
|