MFG
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Magnus Financial Group’s iShares US Regional Banks ETF IAT Stock Holding History

Magnus Financial Group’s Portfolio IAT Stock Details IAT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q2 		– Sell
-34,818
Closed -$1.97M – 249
2021
Q1 		$1.97M Buy
+34,818
New +$1.84M 0.48% 31

Other funds holding IAT

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
SFI
SPC Financial Inc Rockville, Maryland $1.28B AUM 12.6% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
MWM
MinichMacGregor Wealth Management Saratoga Springs, New York $659M AUM 41.82% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Magnus Financial Group's IAT Position: Q2 2021 in Review

Magnus Financial Group sold out of iShares US Regional Banks ETF (IAT) in Q2 2021, closing a stake of 34,818 shares — an estimated $1.97M sold.

Magnus Financial Group first reported a position in IAT in Q1 2021 and held it in 1 quarter. The position peaked at $1.97M in Q1 2021. 133 funds tracked by Wall St. Rank hold IAT as of Q2 2021.

  • Magnus Financial Group reported no remaining iShares US Regional Banks ETF position as of Q2 2021 after selling out during the quarter.
  • Magnus Financial Group sold 34,818 iShares US Regional Banks ETF shares in Q2 2021, an estimated $1.97M.
  • Magnus Financial Group first reported a position in iShares US Regional Banks ETF in Q1 2021 and held it in 1 quarter.
  • Magnus Financial Group's iShares US Regional Banks ETF position peaked at $1.97M in Q1 2021.
  • 133 funds tracked by Wall St. Rank held iShares US Regional Banks ETF as of Q2 2021.

Based on Magnus Financial Group's 13F filing for Q2 2021, filed 6 Aug 2021.