Evensky & Katz’s iShares US Financials ETF IYF Stock Holding History

Evensky & Katz’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
2019 Q1	–	Sell	-42	Closed	-$2K	–	115
2018 Q4	$2K	Hold	42	–	–	﹤0.01%	70
2018 Q3	$2K	Hold	42	–	–	﹤0.01%	62
2018 Q2	$2K	Hold	42	–	–	﹤0.01%	61
2018 Q1	$2K	Hold	42	–	–	﹤0.01%	59
2017 Q4	$2K	Hold	42	–	–	﹤0.01%	47
2017 Q3	$2K	Hold	42	–	–	﹤0.01%	48
2017 Q2	$2K	Buy	42 +2	+5%	+$105	﹤0.01%	46
2017 Q1	$2K	Hold	40	–	–	﹤0.01%	46
2016 Q4	$2K	Hold	40	–	–	﹤0.01%	46
2016 Q3	$1K	Hold	40	–	–	﹤0.01%	47
2016 Q2	$1K	Hold	40	–	–	﹤0.01%	49
2016 Q1	$1K	Hold	40	–	–	﹤0.01%	49
2015 Q4	$1K	Hold	40	–	–	﹤0.01%	47
2015 Q3	$1K	Hold	40	–	–	﹤0.01%	47
2015 Q2	$1K	Hold	40	–	–	﹤0.01%	48
2015 Q1	$1K	Hold	40	–	–	﹤0.01%	48
2014 Q4	$1K	Hold	40	–	–	﹤0.01%	43
2014 Q3	$2K	Hold	40	–	–	﹤0.01%	44
2014 Q2	$1K	Hold	40	–	–	﹤0.01%	34
2014 Q1	$1K	Hold	40	–	–	﹤0.01%	35
2013 Q4	$1K	Hold	40	–	–	﹤0.01%	35
2013 Q3	$1K	Hold	40	–	–	﹤0.01%	35
2013 Q2	$1K	Buy	+40	New	+$1.41K	﹤0.01%	36

Other funds holding IYF

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

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

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

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

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

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

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

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

Scotia Capital Toronto, Ontario, Canada $26.8B AUM 33.07% 1-Year Est. Return

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

Evensky & Katz's IYF Position: Q1 2019 in Review

Evensky & Katz sold out of iShares US Financials ETF (IYF) in Q1 2019, closing a stake of 42 shares — an estimated $2K sold.

Evensky & Katz first reported a position in IYF in Q2 2013 and held it in 23 quarters. The position peaked at $2K in Q4 2018. 229 funds tracked by Wall St. Rank hold IYF as of Q1 2019.

Evensky & Katz reported no remaining iShares US Financials ETF position as of Q1 2019 after selling out during the quarter.
Evensky & Katz sold 42 iShares US Financials ETF shares in Q1 2019, an estimated $2K.
Evensky & Katz first reported a position in iShares US Financials ETF in Q2 2013 and held it in 23 quarters.
Evensky & Katz's iShares US Financials ETF position peaked at $2K in Q4 2018.
229 funds tracked by Wall St. Rank held iShares US Financials ETF as of Q1 2019.

Based on Evensky & Katz's 13F filing for Q1 2019, filed 7 May 2019.