GT
IEDI icon

Glenview Trust’s iShares US Consumer Focused ETF IEDI Stock Holding History

Glenview Trust’s Portfolio IEDI Stock Details IEDI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-17,082
Closed -$754K – 479
2023
Q4 		$754K Buy
+17,082
New +$691K 0.02% 279

Other funds holding IEDI

PF
Phoenix Financial Givatayim, Israel $10.5B AUM 49.21% 1-Year Est. Return
UWS
Unique Wealth Strategies Burr Ridge, Illinois $275M AUM 29.58% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
IF
Ironwood Financial Tucson, Arizona $639M AUM 19.03% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
SIC
SJS Investment Consulting Sylvania, Ohio $919M AUM 23.4% 1-Year Est. Return

Glenview Trust's IEDI Position: Q1 2024 in Review

Glenview Trust sold out of iShares US Consumer Focused ETF (IEDI) in Q1 2024, closing a stake of 17,082 shares — an estimated $754K sold.

Glenview Trust first reported a position in IEDI in Q4 2023 and held it in 1 quarter. The position peaked at $754K in Q4 2023. 14 funds tracked by Wall St. Rank hold IEDI as of Q1 2024.

  • Glenview Trust reported no remaining iShares US Consumer Focused ETF position as of Q1 2024 after selling out during the quarter.
  • Glenview Trust sold 17,082 iShares US Consumer Focused ETF shares in Q1 2024, an estimated $754K.
  • Glenview Trust first reported a position in iShares US Consumer Focused ETF in Q4 2023 and held it in 1 quarter.
  • Glenview Trust's iShares US Consumer Focused ETF position peaked at $754K in Q4 2023.
  • 14 funds tracked by Wall St. Rank held iShares US Consumer Focused ETF as of Q1 2024.

Based on Glenview Trust's 13F filing for Q1 2024, filed 14 May 2024.