Milestone Advisory Partners’s iShares US Consumer Staples ETF IYK Stock Holding History

Milestone Advisory Partners’s Portfolio IYK Stock Details IYK Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-11,445	Closed	-$760K	–	70
2023 Q1	$760K	Buy	11,445 +3,795	+50%	+$248K	0.7%	29
2022 Q4	$517K	Buy	+7,650	New	+$503K	0.38%	37
2020 Q1	–	Sell	-6,051	Closed	-$269K	–	50
2019 Q4	$269K	Hold	6,051	–	–	0.14%	51
2019 Q3	$255K	Buy	+6,051	New	+$250K	0.14%	49

Other funds holding IYK

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

PCH

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

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

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

LPL Financial San Diego, California $377B AUM 19.32% 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

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

MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Milestone Advisory Partners's IYK Position: Q2 2023 in Review

Milestone Advisory Partners sold out of iShares US Consumer Staples ETF (IYK) in Q2 2023, closing a stake of 11,445 shares — an estimated $760K sold.

Milestone Advisory Partners first reported a position in IYK in Q3 2019 and held it in 4 quarters. The position peaked at $760K in Q1 2023. 244 funds tracked by Wall St. Rank hold IYK as of Q2 2023.

Milestone Advisory Partners reported no remaining iShares US Consumer Staples ETF position as of Q2 2023 after selling out during the quarter.
Milestone Advisory Partners sold 11,445 iShares US Consumer Staples ETF shares in Q2 2023, an estimated $760K.
Milestone Advisory Partners first reported a position in iShares US Consumer Staples ETF in Q3 2019 and held it in 4 quarters.
Milestone Advisory Partners's iShares US Consumer Staples ETF position peaked at $760K in Q1 2023.
244 funds tracked by Wall St. Rank held iShares US Consumer Staples ETF as of Q2 2023.

Based on Milestone Advisory Partners's 13F filing for Q2 2023, filed 13 Jul 2023.