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Hirtle Callaghan & Co’s iShares US Consumer Staples ETF IYK Stock Holding History

Hirtle Callaghan & Co’s Portfolio IYK Stock Details IYK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-15,000
Closed -$986K – 102
2024
Q2 		$986K Hold
15,000
– – 0.04% 55
2024
Q1 		$1.01M Hold
15,000
– – 0.04% 55
2023
Q4 		$959K Buy
+15,000
New +$933K 0.04% 53

Other funds holding IYK

PCH
PGIM Custom Harvest Newark, New Jersey $7.98B AUM 28.14% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
IAIM
International Assets Investment Management Orlando, Florida $1.67B AUM 28.26% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Hirtle Callaghan & Co's IYK Position: Q3 2024 in Review

Hirtle Callaghan & Co sold out of iShares US Consumer Staples ETF (IYK) in Q3 2024, closing a stake of 15,000 shares — an estimated $986K sold.

Hirtle Callaghan & Co first reported a position in IYK in Q4 2023 and held it in 3 quarters. The position peaked at $1.01M in Q1 2024. 233 funds tracked by Wall St. Rank hold IYK as of Q3 2024.

  • Hirtle Callaghan & Co reported no remaining iShares US Consumer Staples ETF position as of Q3 2024 after selling out during the quarter.
  • Hirtle Callaghan & Co sold 15,000 iShares US Consumer Staples ETF shares in Q3 2024, an estimated $986K.
  • Hirtle Callaghan & Co first reported a position in iShares US Consumer Staples ETF in Q4 2023 and held it in 3 quarters.
  • Hirtle Callaghan & Co's iShares US Consumer Staples ETF position peaked at $1.01M in Q1 2024.
  • 233 funds tracked by Wall St. Rank held iShares US Consumer Staples ETF as of Q3 2024.

Based on Hirtle Callaghan & Co's 13F filing for Q3 2024, filed 13 Nov 2024.