Evanson Asset Management’s iShares US Regional Banks ETF IAT Stock Holding History

Evanson Asset Management’s Portfolio IAT Stock Details IAT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q2	–	Sell	-6,100	Closed	-$359K	–	281
2022 Q1	$359K	Hold	6,100	–	–	0.03%	208
2021 Q4	$377K	Hold	6,100	–	–	0.03%	211
2021 Q3	$350K	Hold	6,100	–	–	0.04%	213
2021 Q2	$351K	Hold	6,100	–	–	0.04%	212
2021 Q1	$346K	Hold	6,100	–	–	0.05%	204
2020 Q4	$277K	Hold	6,100	–	–	0.04%	217
2020 Q3	$200K	Hold	6,100	–	–	0.04%	226
2020 Q2	$206K	Buy	+6,100	New	+$199K	0.04%	217
2020 Q1	–	Sell	-6,100	Closed	-$311K	–	234
2019 Q4	$311K	Hold	6,100	–	–	0.06%	174
2019 Q3	$284K	Hold	6,100	–	–	0.06%	187
2019 Q2	$280K	Hold	6,100	–	–	0.06%	190
2019 Q1	$265K	Hold	6,100	–	–	0.05%	196
2018 Q4	$243K	Hold	6,100	–	–	0.06%	192
2018 Q3	$299K	Hold	6,100	–	–	0.06%	181
2018 Q2	$300K	Hold	6,100	–	–	0.06%	190
2018 Q1	$307K	Hold	6,100	–	–	0.06%	187
2017 Q4	$301K	Buy	+6,100	New	+$293K	0.06%	191

Other funds holding IAT

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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

Evanson Asset Management's IAT Position: Q2 2022 in Review

Evanson Asset Management sold out of iShares US Regional Banks ETF (IAT) in Q2 2022, closing a stake of 6,100 shares — an estimated $359K sold.

Evanson Asset Management first reported a position in IAT in Q4 2017 and held it in 17 quarters. The position peaked at $377K in Q4 2021. 140 funds tracked by Wall St. Rank hold IAT as of Q2 2022.

Evanson Asset Management reported no remaining iShares US Regional Banks ETF position as of Q2 2022 after selling out during the quarter.
Evanson Asset Management sold 6,100 iShares US Regional Banks ETF shares in Q2 2022, an estimated $359K.
Evanson Asset Management first reported a position in iShares US Regional Banks ETF in Q4 2017 and held it in 17 quarters.
Evanson Asset Management's iShares US Regional Banks ETF position peaked at $377K in Q4 2021.
140 funds tracked by Wall St. Rank held iShares US Regional Banks ETF as of Q2 2022.

Based on Evanson Asset Management's 13F filing for Q2 2022, filed 13 Jul 2022.