Financial Perspectives’s iShares Evolved U.S. Financials ETF IEFN Stock Holding History

Financial Perspectives’s Portfolio IEFN Stock Details IEFN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q3	–	Sell	-235	Closed	-$6.49K	–	710
2022 Q2	$6.49K	Buy	235 +1	+0.4%	+$30	﹤0.01%	486
2022 Q1	$7.65K	Buy	234 +1	+0.4%	+$33	﹤0.01%	494
2021 Q4	$7.75K	Buy	233 +1	+0.4%	+$33	﹤0.01%	464
2021 Q3	$7.39K	Buy	232 +1	+0.4%	+$32	﹤0.01%	472
2021 Q2	$7.22K	Sell	231 -6,561	-97%	-$206K	﹤0.01%	496
2021 Q1	$230K	Buy	6,792 +6,563	+2,866%	+$182K	0.01%	385
2020 Q4	$5.81K	Buy	229 +1	+0.4%	+$23	﹤0.01%	460
2020 Q3	$4.64K	Buy	+228	New	+$4.73K	﹤0.01%	429

Financial Perspectives's IEFN Position: Q3 2022 in Review

Financial Perspectives sold out of iShares Evolved U.S. Financials ETF (IEFN) in Q3 2022, closing a stake of 235 shares — an estimated $6.49K sold.

Financial Perspectives first reported a position in IEFN in Q3 2020 and held it in 8 quarters. The position peaked at $230K in Q1 2021. 0 funds tracked by Wall St. Rank hold IEFN as of Q3 2022.

Financial Perspectives reported no remaining iShares Evolved U.S. Financials ETF position as of Q3 2022 after selling out during the quarter.
Financial Perspectives sold 235 iShares Evolved U.S. Financials ETF shares in Q3 2022, an estimated $6.49K.
Financial Perspectives first reported a position in iShares Evolved U.S. Financials ETF in Q3 2020 and held it in 8 quarters.
Financial Perspectives's iShares Evolved U.S. Financials ETF position peaked at $230K in Q1 2021.
0 funds tracked by Wall St. Rank held iShares Evolved U.S. Financials ETF as of Q3 2022.

Based on Financial Perspectives's 13F filing for Q3 2022, filed 10 Jan 2024.