Empowered Funds
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Empowered Funds’s iShares US Regional Banks ETF IAT Stock Holding History

Empowered Funds’s Portfolio IAT Stock Details IAT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q2 		– Sell
-67,633
Closed -$3.98M – 297
2022
Q1 		$3.98M Buy
67,633
+9,631
+17% +$610K 0.44% 85
2021
Q4 		$3.58M Buy
+58,002
New +$3.67M 0.4% 88

Other funds holding IAT

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Empowered Funds's IAT Position: Q2 2022 in Review

Empowered Funds sold out of iShares US Regional Banks ETF (IAT) in Q2 2022, closing a stake of 67,633 shares — an estimated $3.98M sold.

Empowered Funds first reported a position in IAT in Q4 2021 and held it in 2 quarters. The position peaked at $3.98M in Q1 2022. 140 funds tracked by Wall St. Rank hold IAT as of Q2 2022.

  • Empowered Funds reported no remaining iShares US Regional Banks ETF position as of Q2 2022 after selling out during the quarter.
  • Empowered Funds sold 67,633 iShares US Regional Banks ETF shares in Q2 2022, an estimated $3.98M.
  • Empowered Funds first reported a position in iShares US Regional Banks ETF in Q4 2021 and held it in 2 quarters.
  • Empowered Funds's iShares US Regional Banks ETF position peaked at $3.98M in Q1 2022.
  • 140 funds tracked by Wall St. Rank held iShares US Regional Banks ETF as of Q2 2022.

Based on Empowered Funds's 13F filing for Q2 2022, filed 1 Aug 2022.