Eudaimonia Advisors’s iShares US Financials ETF IYF Stock Holding History

Eudaimonia Advisors’s Portfolio IYF Stock Details IYF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q1	$503K	Buy	5,261 +179	+4%	+$15.9K	0.27%	103
2023 Q4	$434K	Sell	5,082 -275	-5%	-$21.4K	0.28%	100
2023 Q3	$400K	Sell	5,357 -263	-5%	-$20.3K	0.28%	99
2023 Q2	$419K	Hold	5,620	–	–	0.28%	95
2023 Q1	$400K	Sell	5,620 -198	-3%	-$15.2K	0.27%	100
2022 Q4	$439K	Sell	5,818 -1,096	-16%	-$82.1K	0.3%	86
2022 Q3	$467K	Buy	6,914 +300	+5%	+$22.1K	0.32%	82
2022 Q2	$463K	Hold	6,614	–	–	0.32%	86
2022 Q1	$559K	Buy	6,614 +373	+6%	+$32.1K	0.32%	86
2021 Q4	$541K	Buy	+6,241	New	+$544K	0.32%	90

Other funds holding IYF

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Phoenix Financial Givatayim, Israel $10.5B AUM 49.21% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Eudaimonia Advisors's IYF Position: Q1 2024 in Review

Eudaimonia Advisors increased its iShares US Financials ETF (IYF) stake by 3.5% in Q1 2024, buying an estimated $15.9K and bringing the position to 5,261 shares worth $503K. The position accounts for 0.27% of the portfolio, ranked #103.

Eudaimonia Advisors first reported a position in IYF in Q4 2021 and has held it in 10 quarters since. The position peaked at $559K in Q1 2022. 358 funds tracked by Wall St. Rank hold IYF as of Q1 2024.

Eudaimonia Advisors held 5,261 shares of iShares US Financials ETF worth $503K as of Q1 2024.
Eudaimonia Advisors bought 179 iShares US Financials ETF shares in Q1 2024, an estimated $15.9K.
iShares US Financials ETF made up 0.27% of Eudaimonia Advisors's portfolio in Q1 2024, its #103 holding.
Eudaimonia Advisors first reported a position in iShares US Financials ETF in Q4 2021 and has held it in 10 quarters since.
Eudaimonia Advisors's iShares US Financials ETF position peaked at $559K in Q1 2022.
358 funds tracked by Wall St. Rank held iShares US Financials ETF as of Q1 2024.

Based on Eudaimonia Advisors's 13F filing for Q1 2024, filed 25 Apr 2024.