Executive Wealth Management’s iShares US Telecommunications ETF IYZ Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q3	–	Sell	-1,397	Closed	-$41K	–	476
2019 Q2	$41K	Buy	1,397 +839	+150%	+$25K	0.01%	334
2019 Q1	$17K	Hold	558	–	–	﹤0.01%	448
2018 Q4	$15K	Buy	+558	New	+$15.6K	﹤0.01%	484

Other funds holding IYZ

LMIM

Lockheed Martin Investment Management Bethesda, Maryland $2.53B AUM 37.62% 1-Year Est. Return

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

ACI

AMP Capital Investors Sydney, Australia $2.37B AUM 23.59% 1-Year Est. Return

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

TEE

Tibra Equities Europe London, United Kingdom $90.4M AUM 37.81% 1-Year Est. Return

Cumberland Advisors Sarasota, Florida $284M AUM 27.11% 1-Year Est. Return

Polianta Ltd St Helier, Jersey $809M AUM 10% 1-Year Est. Return

TAM

Tocqueville Asset Management New York $7.56B AUM 44.87% 1-Year Est. Return

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

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

Executive Wealth Management's IYZ Position: Q3 2019 in Review

Executive Wealth Management sold out of iShares US Telecommunications ETF (IYZ) in Q3 2019, closing a stake of 1,397 shares — an estimated $41K sold.

Executive Wealth Management first reported a position in IYZ in Q4 2018 and held it in 3 quarters. The position peaked at $41K in Q2 2019. 112 funds tracked by Wall St. Rank hold IYZ as of Q3 2019.

Executive Wealth Management reported no remaining iShares US Telecommunications ETF position as of Q3 2019 after selling out during the quarter.
Executive Wealth Management sold 1,397 iShares US Telecommunications ETF shares in Q3 2019, an estimated $41K.
Executive Wealth Management first reported a position in iShares US Telecommunications ETF in Q4 2018 and held it in 3 quarters.
Executive Wealth Management's iShares US Telecommunications ETF position peaked at $41K in Q2 2019.
112 funds tracked by Wall St. Rank held iShares US Telecommunications ETF as of Q3 2019.

Based on Executive Wealth Management's 13F filing for Q3 2019, filed 30 Oct 2019.