FDx Advisors’s iShares US Consumer Staples ETF IYK Stock Holding History

FDx Advisors’s Portfolio IYK Stock Details IYK Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q4	–	Sell	-4,977	Closed	-$200K	–	1275
2017 Q3	$200K	Sell	4,977 -3,222	-39%	-$131K	0.01%	1204
2017 Q2	$333K	Sell	8,199 -2,508	-23%	-$101K	0.01%	943
2017 Q1	$424K	Sell	10,707 -66	-0.6%	-$2.56K	0.01%	839
2016 Q4	$398K	Sell	10,773 -5,076	-32%	-$188K	0.01%	848
2016 Q3	$602K	Buy	15,849 +6,240	+65%	+$241K	0.03%	554
2016 Q2	$369K	Buy	9,609 +1,026	+12%	+$38.5K	0.02%	691
2016 Q1	$322K	Sell	8,583 -1,752	-17%	-$62.3K	0.01%	709
2015 Q4	$374K	Buy	+10,335	New	+$373K	0.02%	647

Other funds holding IYK

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

Bank of America

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

CIBC Asset Management

CIBC Asset Management Toronto, Ontario, Canada $40.9B AUM 35.96% 1-Year Est. Return

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

RiverFront Investment Group Richmond, Virginia $6.46B AUM 18.45% 1-Year Est. Return

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

Royal Bank of Canada

Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return

Envestnet Asset Management

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

United Capital Financial Advisors Irving, Texas $16.2B AUM 16.34% 1-Year Est. Return