Erste Asset Management’s iShares US Industrials ETF IYJ Stock Holding History

Erste Asset Management’s Portfolio IYJ Stock Details IYJ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q1	–	Sell	-600	Closed	-$57.9K	–	507
2020 Q4	$57.9K	Sell	600 -22,400	-97%	-$2.04M	﹤0.01%	464
2020 Q3	$1.92M	Buy	23,000 +11,200	+95%	+$911K	0.07%	255
2020 Q2	$890K	Buy	+11,800	New	+$827K	0.04%	300
2019 Q1	–	Sell	-11,880	Closed	-$756K	–	427
2018 Q4	$756K	Buy	+11,880	New	+$834K	0.05%	262

Other funds holding IYJ

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

NEIRG

New England Investment & Retirement Group North Andover, Massachusetts $434M AUM 25.45% 1-Year Est. Return

Erste Asset Management's IYJ Position: Q1 2021 in Review

Erste Asset Management sold out of iShares US Industrials ETF (IYJ) in Q1 2021, closing a stake of 600 shares — an estimated $57.9K sold.

Erste Asset Management first reported a position in IYJ in Q4 2018 and held it in 4 quarters. The position peaked at $1.92M in Q3 2020. 238 funds tracked by Wall St. Rank hold IYJ as of Q1 2021.

Erste Asset Management reported no remaining iShares US Industrials ETF position as of Q1 2021 after selling out during the quarter.
Erste Asset Management sold 600 iShares US Industrials ETF shares in Q1 2021, an estimated $57.9K.
Erste Asset Management first reported a position in iShares US Industrials ETF in Q4 2018 and held it in 4 quarters.
Erste Asset Management's iShares US Industrials ETF position peaked at $1.92M in Q3 2020.
238 funds tracked by Wall St. Rank held iShares US Industrials ETF as of Q1 2021.

Based on Erste Asset Management's 13F filing for Q1 2021, filed 25 Nov 2024.