FourThought Financial’s iShares US Consumer Discretionary ETF IYC Stock Holding History

FourThought Financial’s Portfolio IYC Stock Details IYC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q3	$15K	Hold	260	–	–	﹤0.01%	933
2022 Q2	$15K	Hold	260	–	–	﹤0.01%	930
2022 Q1	$20K	Hold	260	–	–	﹤0.01%	901
2021 Q4	$22K	Hold	260	–	–	﹤0.01%	905
2021 Q3	$20K	Buy	+260	New	+$20.5K	﹤0.01%	950

Other funds holding IYC

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Quantitative Advantage Minnetonka, Minnesota $689M AUM 6.25% 1-Year Est. Return

UCFA

United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return

FourThought Financial's IYC Position: Q3 2022 in Review

FourThought Financial held its iShares US Consumer Discretionary ETF (IYC) position steady in Q3 2022 at 260 shares worth $15K. The position accounts for ﹤0.01% of the portfolio, ranked #933.

FourThought Financial first reported a position in IYC in Q3 2021 and has held it in 5 quarters since. The position peaked at $22K in Q4 2021. 169 funds tracked by Wall St. Rank hold IYC as of Q3 2022.

FourThought Financial held 260 shares of iShares US Consumer Discretionary ETF worth $15K as of Q3 2022.
FourThought Financial left its iShares US Consumer Discretionary ETF share count unchanged in Q3 2022.
iShares US Consumer Discretionary ETF made up ﹤0.01% of FourThought Financial's portfolio in Q3 2022, its #933 holding.
FourThought Financial first reported a position in iShares US Consumer Discretionary ETF in Q3 2021 and has held it in 5 quarters since.
FourThought Financial's iShares US Consumer Discretionary ETF position peaked at $22K in Q4 2021.
169 funds tracked by Wall St. Rank held iShares US Consumer Discretionary ETF as of Q3 2022.

Based on FourThought Financial's 13F filing for Q3 2022, filed 21 Nov 2022.