Holistic Financial Partners’s iShares US Financials ETF IYF Stock Holding History

Holistic Financial Partners’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
2018 Q2	–	Sell	-796	Closed	-$47K	–	203
2018 Q1	$47K	Hold	796	–	–	0.04%	206
2017 Q4	$48K	Buy	+796	New	+$46.2K	0.04%	206

Other funds holding IYF

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

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

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

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

SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return

Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return

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

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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Holistic Financial Partners's IYF Position: Q2 2018 in Review

Holistic Financial Partners sold out of iShares US Financials ETF (IYF) in Q2 2018, closing a stake of 796 shares — an estimated $47K sold.

Holistic Financial Partners first reported a position in IYF in Q4 2017 and held it in 2 quarters. The position peaked at $48K in Q4 2017. 226 funds tracked by Wall St. Rank hold IYF as of Q2 2018.

Holistic Financial Partners reported no remaining iShares US Financials ETF position as of Q2 2018 after selling out during the quarter.
Holistic Financial Partners sold 796 iShares US Financials ETF shares in Q2 2018, an estimated $47K.
Holistic Financial Partners first reported a position in iShares US Financials ETF in Q4 2017 and held it in 2 quarters.
Holistic Financial Partners's iShares US Financials ETF position peaked at $48K in Q4 2017.
226 funds tracked by Wall St. Rank held iShares US Financials ETF as of Q2 2018.

Based on Holistic Financial Partners's 13F filing for Q2 2018, filed 14 Aug 2018.