Glenmede Trust’s iShares US Financial Services ETF IYG Stock Holding History

Glenmede Trust’s Portfolio IYG Stock Details IYG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-288	Closed	-$22.4K	–	1405
2024 Q4	$22.4K	Hold	288	–	–	﹤0.01%	1356
2024 Q3	$20.5K	Sell	288 -195	-40%	-$13.4K	﹤0.01%	1351
2024 Q2	$31.5K	Hold	483	–	–	﹤0.01%	1300
2024 Q1	$32K	Hold	483	–	–	﹤0.01%	1285
2023 Q4	$28.9K	Hold	483	–	–	﹤0.01%	1242
2023 Q3	$24.9K	Hold	483	–	–	﹤0.01%	1204
2023 Q2	$24.3K	Hold	483	–	–	﹤0.01%	1227
2023 Q1	$24.3K	Hold	483	–	–	﹤0.01%	1233
2022 Q4	$25.4K	Hold	483	–	–	﹤0.01%	1229
2022 Q3	$22K	Sell	483 -636	-57%	-$33.4K	﹤0.01%	1216
2022 Q2	$55K	Hold	1,119	–	–	﹤0.01%	1188
2022 Q1	$67K	Hold	1,119	–	–	﹤0.01%	1219
2021 Q4	$72K	Buy	1,119 +831	+289%	+$54.2K	﹤0.01%	1218
2021 Q3	$18K	Hold	288	–	–	﹤0.01%	1253
2021 Q2	$17K	Hold	288	–	–	﹤0.01%	1246
2021 Q1	$16K	Buy	+288	New	+$15.6K	﹤0.01%	1163
2014 Q2	–	Sell	-29,880	Closed	-$845K	–	2361
2014 Q1	$845K	Buy	+29,880	New	+$829K	0.01%	738

Other funds holding IYG

RIG

RiverFront Investment Group Richmond, Virginia $6.46B AUM 18.45% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

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

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

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

FIA

Foundations Investment Advisors Phoenix, Arizona $8.07B AUM 24.97% 1-Year Est. Return

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

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

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

Glenmede Trust's IYG Position: Q1 2025 in Review

Glenmede Trust sold out of iShares US Financial Services ETF (IYG) in Q1 2025, closing a stake of 288 shares — an estimated $22.4K sold.

Glenmede Trust first reported a position in IYG in Q1 2014 and held it in 17 quarters. The position peaked at $845K in Q1 2014. 253 funds tracked by Wall St. Rank hold IYG as of Q1 2025.

Glenmede Trust reported no remaining iShares US Financial Services ETF position as of Q1 2025 after selling out during the quarter.
Glenmede Trust sold 288 iShares US Financial Services ETF shares in Q1 2025, an estimated $22.4K.
Glenmede Trust first reported a position in iShares US Financial Services ETF in Q1 2014 and held it in 17 quarters.
Glenmede Trust's iShares US Financial Services ETF position peaked at $845K in Q1 2014.
253 funds tracked by Wall St. Rank held iShares US Financial Services ETF as of Q1 2025.

Based on Glenmede Trust's 13F filing for Q1 2025, filed 15 May 2025.