Keel Point’s iShares US Consumer Staples ETF IYK Stock Holding History

Keel Point’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
2023 Q1	–	Sell	-4,410	Closed	-$298K	–	316
2022 Q4	$298K	Buy	4,410 +270	+7%	+$17.8K	0.05%	220
2022 Q3	$248K	Sell	4,140 -1,434	-26%	-$94.2K	0.04%	206
2022 Q2	$375K	Buy	+5,574	New	+$375K	0.06%	177

Other funds holding IYK

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

PCH

PGIM Custom Harvest Newark, New Jersey $7.98B AUM 28.14% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

MCM

Mainstay Capital Management Grand Blanc, Michigan $1.35B AUM 46.51% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Keel Point's IYK Position: Q1 2023 in Review

Keel Point sold out of iShares US Consumer Staples ETF (IYK) in Q1 2023, closing a stake of 4,410 shares — an estimated $298K sold.

Keel Point first reported a position in IYK in Q2 2022 and held it in 3 quarters. The position peaked at $375K in Q2 2022. 242 funds tracked by Wall St. Rank hold IYK as of Q1 2023.

Keel Point reported no remaining iShares US Consumer Staples ETF position as of Q1 2023 after selling out during the quarter.
Keel Point sold 4,410 iShares US Consumer Staples ETF shares in Q1 2023, an estimated $298K.
Keel Point first reported a position in iShares US Consumer Staples ETF in Q2 2022 and held it in 3 quarters.
Keel Point's iShares US Consumer Staples ETF position peaked at $375K in Q2 2022.
242 funds tracked by Wall St. Rank held iShares US Consumer Staples ETF as of Q1 2023.

Based on Keel Point's 13F filing for Q1 2023, filed 3 Apr 2023.