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	–	189
2014 Q4	$108K	Buy	+2,400	New	+$104K	0.07%	123

Other funds holding IYF

Bank of America

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

Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return

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

Fidelity Investments

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

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

Royal Bank of Canada

Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

Raymond James Financial Services Advisors St. Petersburg, Florida $75B AUM 31.89% 1-Year Est. Return

Scotia Capital Toronto, Ontario, Canada $24.3B AUM 29.21% 1-Year Est. Return