HIA
IEFN

Harbor Investment Advisory’s iShares Evolved U.S. Financials ETF IEFN Stock Holding History

Harbor Investment Advisory’s Portfolio IEFN Stock Details IEFN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		– Sell
-674
Closed -$19K – 1427
2022
Q2 		$19K Buy
674
+10
+2% +$299 ﹤0.01% 917
2022
Q1 		$22K Buy
664
+391
+143% +$13K ﹤0.01% 922
2021
Q4 		$9K Buy
273
+104
+62% +$3.47K ﹤0.01% 1087
2021
Q3 		$5K Sell
169
-10
-6% -$317 ﹤0.01% 1161
2021
Q2 		$6K Sell
179
-22
-11% -$691 ﹤0.01% 1090
2021
Q1 		$6K Buy
+201
New +$5.58K ﹤0.01% 1063

Harbor Investment Advisory's IEFN Position: Q3 2022 in Review

Harbor Investment Advisory sold out of iShares Evolved U.S. Financials ETF (IEFN) in Q3 2022, closing a stake of 674 shares — an estimated $19K sold.

Harbor Investment Advisory first reported a position in IEFN in Q1 2021 and held it in 6 quarters. The position peaked at $22K in Q1 2022. 0 funds tracked by Wall St. Rank hold IEFN as of Q3 2022.

  • Harbor Investment Advisory reported no remaining iShares Evolved U.S. Financials ETF position as of Q3 2022 after selling out during the quarter.
  • Harbor Investment Advisory sold 674 iShares Evolved U.S. Financials ETF shares in Q3 2022, an estimated $19K.
  • Harbor Investment Advisory first reported a position in iShares Evolved U.S. Financials ETF in Q1 2021 and held it in 6 quarters.
  • Harbor Investment Advisory's iShares Evolved U.S. Financials ETF position peaked at $22K in Q1 2022.
  • 0 funds tracked by Wall St. Rank held iShares Evolved U.S. Financials ETF as of Q3 2022.

Based on Harbor Investment Advisory's 13F filing for Q3 2022, filed 1 Nov 2022.