Flagship Private Wealth’s iShares US Consumer Staples ETF IYK Stock Holding History

Flagship Private Wealth’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
2021 Q3	–	Sell	-426	Closed	-$26K	–	184
2021 Q2	$26K	Hold	426	–	–	0.02%	178
2021 Q1	$25.6K	Hold	426	–	–	0.02%	154
2020 Q4	$25.1K	Buy	+426	New	+$22.6K	0.02%	162

Other funds holding IYK

Morgan Stanley New York $1.89T AUM 35.08% 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

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

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

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

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

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

CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Flagship Private Wealth's IYK Position: Q3 2021 in Review

Flagship Private Wealth sold out of iShares US Consumer Staples ETF (IYK) in Q3 2021, closing a stake of 426 shares — an estimated $26K sold.

Flagship Private Wealth first reported a position in IYK in Q4 2020 and held it in 3 quarters. The position peaked at $26K in Q2 2021. 141 funds tracked by Wall St. Rank hold IYK as of Q3 2021.

Flagship Private Wealth reported no remaining iShares US Consumer Staples ETF position as of Q3 2021 after selling out during the quarter.
Flagship Private Wealth sold 426 iShares US Consumer Staples ETF shares in Q3 2021, an estimated $26K.
Flagship Private Wealth first reported a position in iShares US Consumer Staples ETF in Q4 2020 and held it in 3 quarters.
Flagship Private Wealth's iShares US Consumer Staples ETF position peaked at $26K in Q2 2021.
141 funds tracked by Wall St. Rank held iShares US Consumer Staples ETF as of Q3 2021.

Based on Flagship Private Wealth's 13F filing for Q3 2021, filed 20 Oct 2021.