Financial Engines Advisors
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Financial Engines Advisors’s iShares New York Muni Bond ETF NYF Stock Holding History

Financial Engines Advisors’s Portfolio NYF Stock Details NYF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-5,572
Closed -$297K – 446
2024
Q4 		$297K Buy
5,572
+57
+1% +$3.06K ﹤0.01% 386
2024
Q3 		$300K Buy
5,515
+15
+0.3% +$809 ﹤0.01% 333
2024
Q2 		$294K Sell
5,500
-367
-6% -$19.5K ﹤0.01% 309
2024
Q1 		$316K Buy
5,867
+10
+0.2% +$539 ﹤0.01% 284
2023
Q4 		$317K Buy
+5,857
New +$305K ﹤0.01% 263

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HPA
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Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
FWI
Facet Wealth Inc Baltimore, Maryland $5.77B AUM 14.56% 1-Year Est. Return
RWP
RWA Wealth Partners Newton, Massachusetts $9.14B AUM 16.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
SAM
Satovsky Asset Management New York $566M AUM 15.8% 1-Year Est. Return
AA
Alesco Advisors Pittsford, New York $3.92B AUM 15.21% 1-Year Est. Return

Financial Engines Advisors's NYF Position: Q1 2025 in Review

Financial Engines Advisors sold out of iShares New York Muni Bond ETF (NYF) in Q1 2025, closing a stake of 5,572 shares — an estimated $297K sold.

Financial Engines Advisors first reported a position in NYF in Q4 2023 and held it in 5 quarters. The position peaked at $317K in Q4 2023. 173 funds tracked by Wall St. Rank hold NYF as of Q1 2025.

  • Financial Engines Advisors reported no remaining iShares New York Muni Bond ETF position as of Q1 2025 after selling out during the quarter.
  • Financial Engines Advisors sold 5,572 iShares New York Muni Bond ETF shares in Q1 2025, an estimated $297K.
  • Financial Engines Advisors first reported a position in iShares New York Muni Bond ETF in Q4 2023 and held it in 5 quarters.
  • Financial Engines Advisors's iShares New York Muni Bond ETF position peaked at $317K in Q4 2023.
  • 173 funds tracked by Wall St. Rank held iShares New York Muni Bond ETF as of Q1 2025.

Based on Financial Engines Advisors's 13F filing for Q1 2025, filed 12 May 2025.