Envestnet Asset Management’s iShares Evolved U.S. Financials ETF IEFN Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q3
Sell
-11,734
Closed -$324K 4099
2022
Q2
$324K Sell
11,734
-12,972
-53% -$358K ﹤0.01% 3316
2022
Q1
$807K Buy
24,706
+12,553
+103% +$410K ﹤0.01% 2811
2021
Q4
$404K Buy
+12,153
New +$404K ﹤0.01% 3207