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Estate Counselors’s iShares US Basic Materials ETF IYM Stock Holding History

Estate Counselors’s Portfolio IYM Stock Details IYM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q2 		– Sell
-3,600
Closed -$346K – 69
2018
Q1 		$346K Buy
+3,600
New +$369K 0.06% 62

Other funds holding IYM

CB
Commerce Bank Kansas City, Missouri $22.8B AUM 28.56% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $18.2B AUM 22.02% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
GC
Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return

Estate Counselors's IYM Position: Q2 2018 in Review

Estate Counselors sold out of iShares US Basic Materials ETF (IYM) in Q2 2018, closing a stake of 3,600 shares — an estimated $346K sold.

Estate Counselors first reported a position in IYM in Q1 2018 and held it in 1 quarter. The position peaked at $346K in Q1 2018. 133 funds tracked by Wall St. Rank hold IYM as of Q2 2018.

  • Estate Counselors reported no remaining iShares US Basic Materials ETF position as of Q2 2018 after selling out during the quarter.
  • Estate Counselors sold 3,600 iShares US Basic Materials ETF shares in Q2 2018, an estimated $346K.
  • Estate Counselors first reported a position in iShares US Basic Materials ETF in Q1 2018 and held it in 1 quarter.
  • Estate Counselors's iShares US Basic Materials ETF position peaked at $346K in Q1 2018.
  • 133 funds tracked by Wall St. Rank held iShares US Basic Materials ETF as of Q2 2018.

Based on Estate Counselors's 13F filing for Q2 2018, filed 8 Aug 2018.