MCF Advisors’s iShares Dow Jones US ETF IYY Stock Holding History

MCF Advisors’s Portfolio IYY Stock Details IYY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-24	Closed	-$2.4K	–	881
2023 Q1	$2.4K	Hold	24	–	–	﹤0.01%	692
2022 Q4	$2.24K	Hold	24	–	–	﹤0.01%	670
2022 Q3	$2K	Hold	24	–	–	﹤0.01%	685
2022 Q2	$2K	Hold	24	–	–	﹤0.01%	631
2022 Q1	$3K	Buy	+24	New	+$2.64K	﹤0.01%	601
2016 Q1	–	Sell	-380	Closed	-$19K	–	448
2015 Q4	$19K	Buy	+380	New	+$19.6K	0.01%	275

Other funds holding IYY

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

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

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return

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

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

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

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

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

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

MCF Advisors's IYY Position: Q2 2023 in Review

MCF Advisors sold out of iShares Dow Jones US ETF (IYY) in Q2 2023, closing a stake of 24 shares — an estimated $2.4K sold.

MCF Advisors first reported a position in IYY in Q4 2015 and held it in 6 quarters. The position peaked at $19K in Q4 2015. 199 funds tracked by Wall St. Rank hold IYY as of Q2 2023.

MCF Advisors reported no remaining iShares Dow Jones US ETF position as of Q2 2023 after selling out during the quarter.
MCF Advisors sold 24 iShares Dow Jones US ETF shares in Q2 2023, an estimated $2.4K.
MCF Advisors first reported a position in iShares Dow Jones US ETF in Q4 2015 and held it in 6 quarters.
MCF Advisors's iShares Dow Jones US ETF position peaked at $19K in Q4 2015.
199 funds tracked by Wall St. Rank held iShares Dow Jones US ETF as of Q2 2023.

Based on MCF Advisors's 13F filing for Q2 2023, filed 24 Jul 2023.