Marco Investment Management’s iShares US Regional Banks ETF IAT Stock Holding History

Marco Investment Management’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
2022 Q2	–	Sell	-3,979	Closed	-$234K	–	202
2022 Q1	$234K	Hold	3,979	–	–	0.02%	190
2021 Q4	$246K	Hold	3,979	–	–	0.02%	196
2021 Q3	$241K	Hold	3,979	–	–	0.03%	191
2021 Q2	$229K	Sell	3,979 -125	-3%	-$7.41K	0.03%	189
2021 Q1	$233K	Buy	+4,104	New	+$217K	0.03%	177
2020 Q1	–	Sell	-4,104	Closed	-$209K	–	168
2019 Q4	$209K	Buy	+4,104	New	+$200K	0.03%	168
2018 Q4	–	Sell	-4,104	Closed	-$201K	–	178
2018 Q3	$201K	Hold	4,104	–	–	0.03%	181
2018 Q2	$202K	Hold	4,104	–	–	0.03%	174
2018 Q1	$207K	Buy	+4,104	New	+$214K	0.03%	169

Other funds holding IAT

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

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

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

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Marco Investment Management's IAT Position: Q2 2022 in Review

Marco Investment Management sold out of iShares US Regional Banks ETF (IAT) in Q2 2022, closing a stake of 3,979 shares — an estimated $234K sold.

Marco Investment Management first reported a position in IAT in Q1 2018 and held it in 9 quarters. The position peaked at $246K in Q4 2021. 140 funds tracked by Wall St. Rank hold IAT as of Q2 2022.

Marco Investment Management reported no remaining iShares US Regional Banks ETF position as of Q2 2022 after selling out during the quarter.
Marco Investment Management sold 3,979 iShares US Regional Banks ETF shares in Q2 2022, an estimated $234K.
Marco Investment Management first reported a position in iShares US Regional Banks ETF in Q1 2018 and held it in 9 quarters.
Marco Investment Management's iShares US Regional Banks ETF position peaked at $246K in Q4 2021.
140 funds tracked by Wall St. Rank held iShares US Regional Banks ETF as of Q2 2022.

Based on Marco Investment Management's 13F filing for Q2 2022, filed 5 Aug 2022.