Executive Wealth Management’s iShares US Consumer Discretionary ETF IYC Stock Holding History

Executive Wealth Management’s Portfolio IYC Stock Details IYC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q4	–	Sell	-3,812	Closed	-$207K	–	157
2019 Q3	$207K	Buy	3,812 +368	+11%	+$20.2K	0.03%	128
2019 Q2	$187K	Buy	3,444 +1,224	+55%	+$65.1K	0.03%	161
2019 Q1	$113K	Sell	2,220 -456	-17%	-$22.4K	0.02%	185
2018 Q4	$121K	Buy	+2,676	New	+$130K	0.02%	182

Other funds holding IYC

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

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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 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

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

FWCM

Ferguson Wellman Capital Management Portland, Oregon $7.32B AUM 26.67% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return

Executive Wealth Management's IYC Position: Q4 2019 in Review

Executive Wealth Management sold out of iShares US Consumer Discretionary ETF (IYC) in Q4 2019, closing a stake of 3,812 shares — an estimated $207K sold.

Executive Wealth Management first reported a position in IYC in Q4 2018 and held it in 4 quarters. The position peaked at $207K in Q3 2019. 176 funds tracked by Wall St. Rank hold IYC as of Q4 2019.

Executive Wealth Management reported no remaining iShares US Consumer Discretionary ETF position as of Q4 2019 after selling out during the quarter.
Executive Wealth Management sold 3,812 iShares US Consumer Discretionary ETF shares in Q4 2019, an estimated $207K.
Executive Wealth Management first reported a position in iShares US Consumer Discretionary ETF in Q4 2018 and held it in 4 quarters.
Executive Wealth Management's iShares US Consumer Discretionary ETF position peaked at $207K in Q3 2019.
176 funds tracked by Wall St. Rank held iShares US Consumer Discretionary ETF as of Q4 2019.

Based on Executive Wealth Management's 13F filing for Q4 2019, filed 23 Jan 2020.