Itau Unibanco Holding S.A.’s iShares US Financials ETF IYF Stock Holding History

Itau Unibanco Holding S.A.’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
2017 Q2	–	Sell	-51,192	Closed	-$2.66M	–	718
2017 Q1	$2.66M	Sell	51,192 -7,870	-13%	-$411K	0.32%	45
2016 Q4	$3M	Sell	59,062 -788	-1%	-$37.6K	0.36%	45
2016 Q3	$2.69M	Buy	+59,850	New	+$2.68M	0.3%	51

Other funds holding IYF

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

BlackRock New York $6.73T AUM 46.02% 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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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

UCFA

United Capital Financial Advisors Irving, Texas $18.2B AUM 22.02% 1-Year Est. Return

QIM

Quantitative Investment Management Charlottesville, Virginia $917M AUM 3.96% 1-Year Est. Return

Itau Unibanco Holding S.A.'s IYF Position: Q2 2017 in Review

Itau Unibanco Holding S.A. sold out of iShares US Financials ETF (IYF) in Q2 2017, closing a stake of 51,192 shares — an estimated $2.66M sold.

Itau Unibanco Holding S.A. first reported a position in IYF in Q3 2016 and held it in 3 quarters. The position peaked at $3M in Q4 2016. 190 funds tracked by Wall St. Rank hold IYF as of Q2 2017.

Itau Unibanco Holding S.A. reported no remaining iShares US Financials ETF position as of Q2 2017 after selling out during the quarter.
Itau Unibanco Holding S.A. sold 51,192 iShares US Financials ETF shares in Q2 2017, an estimated $2.66M.
Itau Unibanco Holding S.A. first reported a position in iShares US Financials ETF in Q3 2016 and held it in 3 quarters.
Itau Unibanco Holding S.A.'s iShares US Financials ETF position peaked at $3M in Q4 2016.
190 funds tracked by Wall St. Rank held iShares US Financials ETF as of Q2 2017.

Based on Itau Unibanco Holding S.A.'s 13F filing for Q2 2017, filed 14 Aug 2017.