Financial Architects (New Jersey)’s iShares US Basic Materials ETF IYM Stock Holding History

Financial Architects (New Jersey)’s Portfolio IYM Stock Details IYM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2015 Q3	–	Sell	-700	Closed	-$56K	–	568
2015 Q2	$56K	Hold	700	–	–	0.02%	414
2015 Q1	$57K	Hold	700	–	–	0.02%	383
2014 Q4	$58K	Hold	700	–	–	0.03%	323
2014 Q3	$60K	Hold	700	–	–	0.03%	290
2014 Q2	$61K	Buy	+700	New	+$59.5K	0.03%	296
2013 Q4	–	Sell	-700	Closed	-$52K	–	360
2013 Q3	$52K	Sell	700 -300	-30%	-$21.5K	0.03%	247
2013 Q2	$67K	Buy	+1,000	New	+$69.9K	0.05%	208

Other funds holding IYM

Clal Insurance Tel-Aviv, Israel $22.3B AUM 79.91% 1-Year Est. Return

Commerce Bank Kansas City, Missouri $22.8B AUM 28.56% 1-Year Est. Return

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

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

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

UCFA

United Capital Financial Advisors Irving, Texas $18.2B AUM 22.02% 1-Year Est. Return

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

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

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

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

Financial Architects (New Jersey)'s IYM Position: Q3 2015 in Review

Financial Architects (New Jersey) sold out of iShares US Basic Materials ETF (IYM) in Q3 2015, closing a stake of 700 shares — an estimated $56K sold.

Financial Architects (New Jersey) first reported a position in IYM in Q2 2013 and held it in 7 quarters. The position peaked at $67K in Q2 2013. 83 funds tracked by Wall St. Rank hold IYM as of Q3 2015.

Financial Architects (New Jersey) reported no remaining iShares US Basic Materials ETF position as of Q3 2015 after selling out during the quarter.
Financial Architects (New Jersey) sold 700 iShares US Basic Materials ETF shares in Q3 2015, an estimated $56K.
Financial Architects (New Jersey) first reported a position in iShares US Basic Materials ETF in Q2 2013 and held it in 7 quarters.
Financial Architects (New Jersey)'s iShares US Basic Materials ETF position peaked at $67K in Q2 2013.
83 funds tracked by Wall St. Rank held iShares US Basic Materials ETF as of Q3 2015.

Based on Financial Architects (New Jersey)'s 13F filing for Q3 2015, filed 13 Nov 2015.