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KCS Wealth Advisory’s iShares US Basic Materials ETF IYM Stock Holding History

KCS Wealth Advisory’s Portfolio IYM Stock Details IYM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q4 		– Sell
-125
Closed -$11.5K – 277
2019
Q3 		$11.5K Buy
+125
New +$11.5K 0.01% 344

Other funds holding IYM

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CB
Commerce Bank Kansas City, Missouri $20.7B AUM 23.76% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CAM
Cresset Asset Management Chicago, Illinois $23.1B AUM 27.04% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
QA
Quantitative Advantage Minnetonka, Minnesota $689M AUM 6.25% 1-Year Est. Return

KCS Wealth Advisory's IYM Position: Q4 2019 in Review

KCS Wealth Advisory sold out of iShares US Basic Materials ETF (IYM) in Q4 2019, closing a stake of 125 shares — an estimated $11.5K sold.

KCS Wealth Advisory first reported a position in IYM in Q3 2019 and held it in 1 quarter. The position peaked at $11.5K in Q3 2019. 132 funds tracked by Wall St. Rank hold IYM as of Q4 2019.

  • KCS Wealth Advisory reported no remaining iShares US Basic Materials ETF position as of Q4 2019 after selling out during the quarter.
  • KCS Wealth Advisory sold 125 iShares US Basic Materials ETF shares in Q4 2019, an estimated $11.5K.
  • KCS Wealth Advisory first reported a position in iShares US Basic Materials ETF in Q3 2019 and held it in 1 quarter.
  • KCS Wealth Advisory's iShares US Basic Materials ETF position peaked at $11.5K in Q3 2019.
  • 132 funds tracked by Wall St. Rank held iShares US Basic Materials ETF as of Q4 2019.

Based on KCS Wealth Advisory's 13F filing for Q4 2019, filed 15 Jan 2020.