Gates Foundation Trust
IYW icon

Gates Foundation Trust’s iShares US Technology ETF IYW Stock Holding History

Gates Foundation Trust’s Portfolio IYW Stock Details IYW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-57,600
Closed -$6.04M – 46
2023
Q3 		$6.04M Buy
+57,600
New +$6.26M 0.02% 25

Other funds holding IYW

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PCH
PGIM Custom Harvest Newark, New Jersey $6.4B AUM 18.53% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Gates Foundation Trust's IYW Position: Q4 2023 in Review

Gates Foundation Trust sold out of iShares US Technology ETF (IYW) in Q4 2023, closing a stake of 57,600 shares — an estimated $6.04M sold.

Gates Foundation Trust first reported a position in IYW in Q3 2023 and held it in 1 quarter. The position peaked at $6.04M in Q3 2023. 949 funds tracked by Wall St. Rank hold IYW as of Q4 2023.

  • Gates Foundation Trust reported no remaining iShares US Technology ETF position as of Q4 2023 after selling out during the quarter.
  • Gates Foundation Trust sold 57,600 iShares US Technology ETF shares in Q4 2023, an estimated $6.04M.
  • Gates Foundation Trust first reported a position in iShares US Technology ETF in Q3 2023 and held it in 1 quarter.
  • Gates Foundation Trust's iShares US Technology ETF position peaked at $6.04M in Q3 2023.
  • 949 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q4 2023.

Based on Gates Foundation Trust's 13F filing for Q4 2023, filed 14 Feb 2024.