Eudaimonia Partners’s iShares US Real Estate ETF IYR Stock Holding History

Eudaimonia Partners’s Portfolio IYR Stock Details IYR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q2	–	Sell	-423	Closed	-$39K	–	880
2021 Q1	$39K	Sell	423 -132	-24%	-$11.6K	0.01%	719
2020 Q4	$48K	Sell	555 -121	-18%	-$10.1K	0.01%	621
2020 Q3	$54K	Hold	676	–	–	0.01%	542
2020 Q2	$53K	Sell	676 -327	-33%	-$24.8K	0.02%	490
2020 Q1	$70K	Hold	1,003	–	–	0.03%	397
2019 Q4	$93K	Buy	+1,003	New	+$93K	0.04%	363

Other funds holding IYR

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

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

CWM

CIBC World Markets New York $20.8B AUM

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return

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

WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return

LMIM

Lockheed Martin Investment Management Bethesda, Maryland $2.73B AUM 28.24% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

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

Eudaimonia Partners's IYR Position: Q2 2021 in Review

Eudaimonia Partners sold out of iShares US Real Estate ETF (IYR) in Q2 2021, closing a stake of 423 shares — an estimated $39K sold.

Eudaimonia Partners first reported a position in IYR in Q4 2019 and held it in 6 quarters. The position peaked at $93K in Q4 2019. 470 funds tracked by Wall St. Rank hold IYR as of Q2 2021.

Eudaimonia Partners reported no remaining iShares US Real Estate ETF position as of Q2 2021 after selling out during the quarter.
Eudaimonia Partners sold 423 iShares US Real Estate ETF shares in Q2 2021, an estimated $39K.
Eudaimonia Partners first reported a position in iShares US Real Estate ETF in Q4 2019 and held it in 6 quarters.
Eudaimonia Partners's iShares US Real Estate ETF position peaked at $93K in Q4 2019.
470 funds tracked by Wall St. Rank held iShares US Real Estate ETF as of Q2 2021.

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