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 Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

RJFSA

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

Scotia Capital Toronto, Ontario, Canada $26.8B AUM 33.07% 1-Year Est. Return

Greenleaf Trust's IYF Position: Q1 2020 in Review

Greenleaf Trust sold out of iShares US Financials ETF (IYF) in Q1 2020, closing a stake of 3,434 shares — an estimated $237K sold.

Greenleaf Trust first reported a position in IYF in Q4 2017 and held it in 8 quarters. The position peaked at $237K in Q4 2019. 211 funds tracked by Wall St. Rank hold IYF as of Q1 2020.

Greenleaf Trust reported no remaining iShares US Financials ETF position as of Q1 2020 after selling out during the quarter.
Greenleaf Trust sold 3,434 iShares US Financials ETF shares in Q1 2020, an estimated $237K.
Greenleaf Trust first reported a position in iShares US Financials ETF in Q4 2017 and held it in 8 quarters.
Greenleaf Trust's iShares US Financials ETF position peaked at $237K in Q4 2019.
211 funds tracked by Wall St. Rank held iShares US Financials ETF as of Q1 2020.

Based on Greenleaf Trust's 13F filing for Q1 2020, filed 29 Apr 2020.