EFS
IAK icon

Essex Financial Services’s iShares US Insurance ETF IAK Stock Holding History

Essex Financial Services’s Portfolio IAK Stock Details IAK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-7,554
Closed -$647K – 489
2023
Q1 		$647K Sell
7,554
-1,721
-19% -$156K 0.07% 246
2022
Q4 		$847K Buy
9,275
+945
+11% +$84.3K 0.09% 202
2022
Q3 		$659K Buy
8,330
+852
+11% +$71K 0.08% 219
2022
Q2 		$620K Buy
7,478
+3,418
+84% +$296K 0.07% 242
2022
Q1 		$370K Buy
+4,060
New +$352K 0.04% 330

Other funds holding IAK

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
SFI
SPC Financial Inc Rockville, Maryland $1.28B AUM 12.6% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
MWM
MinichMacGregor Wealth Management Saratoga Springs, New York $659M AUM 41.82% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
ASN
Advisory Services Network Atlanta, Georgia $8.83B AUM 38.5% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Essex Financial Services's IAK Position: Q2 2023 in Review

Essex Financial Services sold out of iShares US Insurance ETF (IAK) in Q2 2023, closing a stake of 7,554 shares — an estimated $647K sold.

Essex Financial Services first reported a position in IAK in Q1 2022 and held it in 5 quarters. The position peaked at $847K in Q4 2022. 81 funds tracked by Wall St. Rank hold IAK as of Q2 2023.

  • Essex Financial Services reported no remaining iShares US Insurance ETF position as of Q2 2023 after selling out during the quarter.
  • Essex Financial Services sold 7,554 iShares US Insurance ETF shares in Q2 2023, an estimated $647K.
  • Essex Financial Services first reported a position in iShares US Insurance ETF in Q1 2022 and held it in 5 quarters.
  • Essex Financial Services's iShares US Insurance ETF position peaked at $847K in Q4 2022.
  • 81 funds tracked by Wall St. Rank held iShares US Insurance ETF as of Q2 2023.

Based on Essex Financial Services's 13F filing for Q2 2023, filed 9 Aug 2023.