Kore Private Wealth’s iShares US Consumer Staples ETF IYK Stock Holding History

Kore Private Wealth’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
2021 Q4	–	Sell	-12,627	Closed	-$756K	–	396
2021 Q3	$756K	Buy	12,627 +2,964	+31%	+$183K	0.08%	184
2021 Q2	$592K	Buy	+9,663	New	+$581K	0.07%	198
2019 Q1	–	Sell	-516	Closed	-$18K	–	950
2018 Q4	$18K	Buy	+516	New	+$19.7K	﹤0.01%	500

Other funds holding IYK

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

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

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

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

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

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

CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 1-Year Est. Return

UCFA

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

Kore Private Wealth's IYK Position: Q4 2021 in Review

Kore Private Wealth sold out of iShares US Consumer Staples ETF (IYK) in Q4 2021, closing a stake of 12,627 shares — an estimated $756K sold.

Kore Private Wealth first reported a position in IYK in Q4 2018 and held it in 3 quarters. The position peaked at $756K in Q3 2021. 165 funds tracked by Wall St. Rank hold IYK as of Q4 2021.

Kore Private Wealth reported no remaining iShares US Consumer Staples ETF position as of Q4 2021 after selling out during the quarter.
Kore Private Wealth sold 12,627 iShares US Consumer Staples ETF shares in Q4 2021, an estimated $756K.
Kore Private Wealth first reported a position in iShares US Consumer Staples ETF in Q4 2018 and held it in 3 quarters.
Kore Private Wealth's iShares US Consumer Staples ETF position peaked at $756K in Q3 2021.
165 funds tracked by Wall St. Rank held iShares US Consumer Staples ETF as of Q4 2021.

Based on Kore Private Wealth's 13F filing for Q4 2021, filed 11 Feb 2022.