Greenleaf Trust’s iShares US Financials ETF IYF Stock Holding History

Greenleaf Trust’s Portfolio IYF Stock Details IYF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q1	–	Sell	-3,434	Closed	-$237K	–	541
2019 Q4	$237K	Hold	3,434	–	–	﹤0.01%	469
2019 Q3	$221K	Hold	3,434	–	–	﹤0.01%	490
2019 Q2	$216K	Hold	3,434	–	–	﹤0.01%	491
2019 Q1	$203K	Buy	+3,434	New	+$200K	﹤0.01%	498
2018 Q4	–	Sell	-3,434	Closed	-$209K	–	522
2018 Q3	$209K	Hold	3,434	–	–	﹤0.01%	496
2018 Q2	$201K	Hold	3,434	–	–	﹤0.01%	481
2018 Q1	$202K	Hold	3,434	–	–	﹤0.01%	427
2017 Q4	$205K	Buy	+3,434	New	+$199K	﹤0.01%	424

Other funds holding IYF

Bank of America

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

Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return

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

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

Royal Bank of Canada

Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

Raymond James Financial Services Advisors St. Petersburg, Florida $75B AUM 31.89% 1-Year Est. Return

Scotia Capital Toronto, Ontario, Canada $24.3B AUM 29.21% 1-Year Est. Return