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Lebenthal Global Advisors’s iShares US Financial Services ETF IYG Stock Holding History

Lebenthal Global Advisors’s Portfolio IYG Stock Details IYG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q2 		– Sell
-4,581
Closed -$275K – 145
2022
Q1 		$275K Sell
4,581
-156
-3% -$9.84K 0.12% 118
2021
Q4 		$304K Hold
4,737
– – 0.12% 125
2021
Q3 		$297K Sell
4,737
-62,634
-93% -$3.93M 0.19% 98
2021
Q2 		$4.16M Sell
67,371
-138,495
-67% -$8.46M 2.23% 10
2021
Q1 		$11.8M Buy
+205,866
New +$11.1M 7.22% 4

Other funds holding IYG

RIG
RiverFront Investment Group Richmond, Virginia $6.46B AUM 18.45% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Lebenthal Global Advisors's IYG Position: Q2 2022 in Review

Lebenthal Global Advisors sold out of iShares US Financial Services ETF (IYG) in Q2 2022, closing a stake of 4,581 shares — an estimated $275K sold.

Lebenthal Global Advisors first reported a position in IYG in Q1 2021 and held it in 5 quarters. The position peaked at $11.8M in Q1 2021. 232 funds tracked by Wall St. Rank hold IYG as of Q2 2022.

  • Lebenthal Global Advisors reported no remaining iShares US Financial Services ETF position as of Q2 2022 after selling out during the quarter.
  • Lebenthal Global Advisors sold 4,581 iShares US Financial Services ETF shares in Q2 2022, an estimated $275K.
  • Lebenthal Global Advisors first reported a position in iShares US Financial Services ETF in Q1 2021 and held it in 5 quarters.
  • Lebenthal Global Advisors's iShares US Financial Services ETF position peaked at $11.8M in Q1 2021.
  • 232 funds tracked by Wall St. Rank held iShares US Financial Services ETF as of Q2 2022.

Based on Lebenthal Global Advisors's 13F filing for Q2 2022, filed 5 Aug 2022.