FourThought Financial’s iShares US Consumer Staples ETF IYK Stock Holding History

FourThought Financial’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
2022 Q3	$39K	Hold	657	–	–	0.01%	675
2022 Q2	$43K	Hold	657	–	–	0.01%	648
2022 Q1	$44K	Buy	657 +399	+155%	+$26.6K	0.01%	701
2021 Q4	$17K	Hold	258	–	–	﹤0.01%	961
2021 Q3	$15K	Buy	+258	New	+$15.9K	﹤0.01%	1009

Other funds holding IYK

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

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

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

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

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

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

RJFSA

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

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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

FourThought Financial's IYK Position: Q3 2022 in Review

FourThought Financial held its iShares US Consumer Staples ETF (IYK) position steady in Q3 2022 at 657 shares worth $39K. The position accounts for 0.01% of the portfolio, ranked #675.

FourThought Financial first reported a position in IYK in Q3 2021 and has held it in 5 quarters since. The position peaked at $44K in Q1 2022. 227 funds tracked by Wall St. Rank hold IYK as of Q3 2022.

FourThought Financial held 657 shares of iShares US Consumer Staples ETF worth $39K as of Q3 2022.
FourThought Financial left its iShares US Consumer Staples ETF share count unchanged in Q3 2022.
iShares US Consumer Staples ETF made up 0.01% of FourThought Financial's portfolio in Q3 2022, its #675 holding.
FourThought Financial first reported a position in iShares US Consumer Staples ETF in Q3 2021 and has held it in 5 quarters since.
FourThought Financial's iShares US Consumer Staples ETF position peaked at $44K in Q1 2022.
227 funds tracked by Wall St. Rank held iShares US Consumer Staples ETF as of Q3 2022.

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