Eudaimonia Partners’s iShares US Consumer Staples ETF IYK Stock Holding History

Eudaimonia Partners’s Portfolio IYK Stock Details IYK Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q2	–	Sell	-750	Closed	-$44K	–	879
2021 Q1	$44K	Hold	750	–	–	0.01%	683
2020 Q4	$43K	Hold	750	–	–	0.01%	645
2020 Q3	$37K	Hold	750	–	–	0.01%	633
2020 Q2	$32K	Hold	750	–	–	0.01%	602
2020 Q1	$27K	Hold	750	–	–	0.01%	590
2019 Q4	$33K	Buy	+750	New	+$32.1K	0.01%	585

Other funds holding IYK

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

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

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

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

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

CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 1-Year Est. Return

BAM

Belpointe Asset Management Reno, Nevada $3.06B AUM 23.82% 1-Year Est. Return

Eudaimonia Partners's IYK Position: Q2 2021 in Review

Eudaimonia Partners sold out of iShares US Consumer Staples ETF (IYK) in Q2 2021, closing a stake of 750 shares — an estimated $44K sold.

Eudaimonia Partners first reported a position in IYK in Q4 2019 and held it in 6 quarters. The position peaked at $44K in Q1 2021. 142 funds tracked by Wall St. Rank hold IYK as of Q2 2021.

Eudaimonia Partners reported no remaining iShares US Consumer Staples ETF position as of Q2 2021 after selling out during the quarter.
Eudaimonia Partners sold 750 iShares US Consumer Staples ETF shares in Q2 2021, an estimated $44K.
Eudaimonia Partners first reported a position in iShares US Consumer Staples ETF in Q4 2019 and held it in 6 quarters.
Eudaimonia Partners's iShares US Consumer Staples ETF position peaked at $44K in Q1 2021.
142 funds tracked by Wall St. Rank held iShares US Consumer Staples ETF as of Q2 2021.

Based on Eudaimonia Partners's 13F filing for Q2 2021, filed 13 Aug 2021.