Evanson Asset Management’s iShares US Financials ETF IYF Stock Holding History

Evanson Asset Management’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
2022 Q2	–	Sell	-5,200	Closed	-$440K	–	288
2022 Q1	$440K	Hold	5,200	–	–	0.04%	185
2021 Q4	$451K	Hold	5,200	–	–	0.04%	187
2021 Q3	$422K	Hold	5,200	–	–	0.04%	186
2021 Q2	$421K	Hold	5,200	–	–	0.04%	185
2021 Q1	$389K	Hold	5,200	–	–	0.06%	188
2020 Q4	$347K	Hold	5,200	–	–	0.06%	190
2020 Q3	$295K	Hold	5,200	–	–	0.05%	185
2020 Q2	$286K	Hold	5,200	–	–	0.06%	176
2020 Q1	$253K	Hold	5,200	–	–	0.06%	177
2019 Q4	$358K	Hold	5,200	–	–	0.07%	160
2019 Q3	$335K	Hold	5,200	–	–	0.07%	166
2019 Q2	$327K	Hold	5,200	–	–	0.07%	167
2019 Q1	$307K	Hold	5,200	–	–	0.06%	172
2018 Q4	$277K	Hold	5,200	–	–	0.06%	175
2018 Q3	$316K	Hold	5,200	–	–	0.06%	175
2018 Q2	$305K	Hold	5,200	–	–	0.06%	188
2018 Q1	$306K	Hold	5,200	–	–	0.06%	188
2017 Q4	$311K	Buy	+5,200	New	+$302K	0.06%	188

Other funds holding IYF

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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

Evanson Asset Management sold out of iShares US Financials ETF (IYF) in Q2 2022, closing a stake of 5,200 shares — an estimated $440K sold.

Evanson Asset Management first reported a position in IYF in Q4 2017 and held it in 18 quarters. The position peaked at $451K in Q4 2021. 315 funds tracked by Wall St. Rank hold IYF as of Q2 2022.

Evanson Asset Management reported no remaining iShares US Financials ETF position as of Q2 2022 after selling out during the quarter.
Evanson Asset Management sold 5,200 iShares US Financials ETF shares in Q2 2022, an estimated $440K.
Evanson Asset Management first reported a position in iShares US Financials ETF in Q4 2017 and held it in 18 quarters.
Evanson Asset Management's iShares US Financials ETF position peaked at $451K in Q4 2021.
315 funds tracked by Wall St. Rank held iShares US Financials ETF as of Q2 2022.

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