KWM
IECS

Kingsview Wealth Management’s iShares Evolved U.S. Consumer Staples ETF IECS Stock Holding History

Kingsview Wealth Management’s Portfolio IECS Stock Details IECS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q1 		– Sell
-33,803
Closed -$1.18M – 1040
2021
Q4 		$1.18M Buy
33,803
+148
+0.4% +$4.89K 0.05% 344
2021
Q3 		$1.07M Buy
+33,655
New +$1.11M 0.05% 354

Other funds holding IECS

TRCT
Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
IF
Ironwood Financial Tucson, Arizona $639M AUM 19.03% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
MCC
Money Concepts Capital Palm Beach Gardens, Florida $1.81B AUM 21.93% 1-Year Est. Return
AWM
Accel Wealth Management Waverly, Iowa $444M AUM 31.14% 1-Year Est. Return
EIP
Ellis Investment Partners Berwyn, Pennsylvania $576M AUM 16.04% 1-Year Est. Return

Kingsview Wealth Management's IECS Position: Q1 2022 in Review

Kingsview Wealth Management sold out of iShares Evolved U.S. Consumer Staples ETF (IECS) in Q1 2022, closing a stake of 33,803 shares — an estimated $1.18M sold.

Kingsview Wealth Management first reported a position in IECS in Q3 2021 and held it in 2 quarters. The position peaked at $1.18M in Q4 2021. 15 funds tracked by Wall St. Rank hold IECS as of Q1 2022.

  • Kingsview Wealth Management reported no remaining iShares Evolved U.S. Consumer Staples ETF position as of Q1 2022 after selling out during the quarter.
  • Kingsview Wealth Management sold 33,803 iShares Evolved U.S. Consumer Staples ETF shares in Q1 2022, an estimated $1.18M.
  • Kingsview Wealth Management first reported a position in iShares Evolved U.S. Consumer Staples ETF in Q3 2021 and held it in 2 quarters.
  • Kingsview Wealth Management's iShares Evolved U.S. Consumer Staples ETF position peaked at $1.18M in Q4 2021.
  • 15 funds tracked by Wall St. Rank held iShares Evolved U.S. Consumer Staples ETF as of Q1 2022.

Based on Kingsview Wealth Management's 13F filing for Q1 2022, filed 8 Feb 2024.