FSA
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Financial Services Advisory’s iShares US Basic Materials ETF IYM Stock Holding History

Financial Services Advisory’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
2021
Q3 		– Sell
-4,855
Closed -$633K – 52
2021
Q2 		$633K Buy
+4,855
New +$649K 0.27% 35

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BFG
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Wells Fargo
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Morgan Stanley
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UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
CB
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Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PFG
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Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return