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Engrave Wealth Partners’s iShares US Financials ETF IYF Stock Holding History

Engrave Wealth Partners’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
Q3 		– Sell
-2
Closed – – 245
2020
Q2 		$0 Sell
2
-38,216
-100% -$2.04M ﹤0.01% 467
2020
Q1 		$1.86M Buy
38,218
+218
+0.6% +$13.8K 2.19% 13
2019
Q4 		$2.62M Buy
+38,000
New +$2.52M 2.52% 11

Other funds holding IYF

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
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Engrave Wealth Partners's IYF Position: Q3 2020 in Review

Engrave Wealth Partners sold out of iShares US Financials ETF (IYF) in Q3 2020, closing a stake of 2 shares.

Engrave Wealth Partners first reported a position in IYF in Q4 2019 and held it in 3 quarters. The position peaked at $2.62M in Q4 2019. 222 funds tracked by Wall St. Rank hold IYF as of Q3 2020.

  • Engrave Wealth Partners reported no remaining iShares US Financials ETF position as of Q3 2020 after selling out during the quarter.
  • Engrave Wealth Partners sold 2 iShares US Financials ETF shares in Q3 2020.
  • Engrave Wealth Partners first reported a position in iShares US Financials ETF in Q4 2019 and held it in 3 quarters.
  • Engrave Wealth Partners's iShares US Financials ETF position peaked at $2.62M in Q4 2019.
  • 222 funds tracked by Wall St. Rank held iShares US Financials ETF as of Q3 2020.

Based on Engrave Wealth Partners's 13F filing for Q3 2020, filed 8 Oct 2020.