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Equitable Holdings’s iShares Morningstar Multi-Asset Income ETF IYLD Stock Holding History

Equitable Holdings’s Portfolio IYLD Stock Details IYLD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-11,650
Closed -$234K – 1183
2023
Q4 		$234K Buy
+11,650
New +$223K ﹤0.01% 1014

Other funds holding IYLD

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
FAIM
Financial Advocates Investment Management Olympia, Washington $178M AUM 21.03% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
FHC
First Heartland Consultants Lake St. Louis, Missouri $1.55B AUM 20.5% 1-Year Est. Return
MWP
MYCIO Wealth Partners Philadelphia, Pennsylvania $502M AUM 11.65% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Equitable Holdings's IYLD Position: Q1 2024 in Review

Equitable Holdings sold out of iShares Morningstar Multi-Asset Income ETF (IYLD) in Q1 2024, closing a stake of 11,650 shares — an estimated $234K sold.

Equitable Holdings first reported a position in IYLD in Q4 2023 and held it in 1 quarter. The position peaked at $234K in Q4 2023. 50 funds tracked by Wall St. Rank hold IYLD as of Q1 2024.

  • Equitable Holdings reported no remaining iShares Morningstar Multi-Asset Income ETF position as of Q1 2024 after selling out during the quarter.
  • Equitable Holdings sold 11,650 iShares Morningstar Multi-Asset Income ETF shares in Q1 2024, an estimated $234K.
  • Equitable Holdings first reported a position in iShares Morningstar Multi-Asset Income ETF in Q4 2023 and held it in 1 quarter.
  • Equitable Holdings's iShares Morningstar Multi-Asset Income ETF position peaked at $234K in Q4 2023.
  • 50 funds tracked by Wall St. Rank held iShares Morningstar Multi-Asset Income ETF as of Q1 2024.

Based on Equitable Holdings's 13F filing for Q1 2024, filed 14 May 2024.