Laffer Tengler Investments’s iShares US Consumer Discretionary ETF IYC Stock Holding History

Laffer Tengler Investments’s Portfolio IYC Stock Details IYC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q1	–	Sell	-636	Closed	-$48.2K	–	462
2023 Q4	$48.2K	Hold	636	–	–	0.01%	224
2023 Q3	$42.6K	Hold	636	–	–	0.01%	242
2023 Q2	$45.3K	Hold	636	–	–	0.01%	317
2023 Q1	$41.1K	Hold	636	–	–	0.01%	330
2022 Q4	$36.2K	Buy	+636	New	+$38K	0.01%	334

Other funds holding IYC

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

PCH

PGIM Custom Harvest Newark, New Jersey $6.4B AUM 18.53% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Laffer Tengler Investments's IYC Position: Q1 2024 in Review

Laffer Tengler Investments sold out of iShares US Consumer Discretionary ETF (IYC) in Q1 2024, closing a stake of 636 shares — an estimated $48.2K sold.

Laffer Tengler Investments first reported a position in IYC in Q4 2022 and held it in 5 quarters. The position peaked at $48.2K in Q4 2023. 221 funds tracked by Wall St. Rank hold IYC as of Q1 2024.

Laffer Tengler Investments reported no remaining iShares US Consumer Discretionary ETF position as of Q1 2024 after selling out during the quarter.
Laffer Tengler Investments sold 636 iShares US Consumer Discretionary ETF shares in Q1 2024, an estimated $48.2K.
Laffer Tengler Investments first reported a position in iShares US Consumer Discretionary ETF in Q4 2022 and held it in 5 quarters.
Laffer Tengler Investments's iShares US Consumer Discretionary ETF position peaked at $48.2K in Q4 2023.
221 funds tracked by Wall St. Rank held iShares US Consumer Discretionary ETF as of Q1 2024.

Based on Laffer Tengler Investments's 13F filing for Q1 2024, filed 15 May 2024.