MMBG Investment Advisors’s iShares US Financials ETF IYF Stock Holding History

MMBG Investment Advisors’s Portfolio IYF Stock Details IYF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.85M	Hold	14,501	–	–	0.15%	86
2026 Q1	$1.71M	Hold	14,501	–	–	0.16%	78
2025 Q4	$1.87M	Hold	14,501	–	–	0.16%	76
2025 Q3	$1.84M	Sell	14,501 -1,200	-8%	-$148K	0.16%	70
2025 Q2	$1.9M	Hold	15,701	–	–	0.19%	62
2025 Q1	$1.77M	Hold	15,701	–	–	0.2%	70
2024 Q4	$1.74M	Sell	15,701 -1,165	-7%	-$130K	0.18%	67
2024 Q3	$1.75M	Sell	16,866 -734	-4%	-$73.6K	0.18%	71
2024 Q2	$1.66M	Hold	17,600	–	–	0.18%	70
2024 Q1	$1.68M	Hold	17,600	–	–	0.18%	74
2023 Q4	$1.5M	Hold	17,600	–	–	0.18%	74
2023 Q3	$1.32M	Hold	17,600	–	–	0.17%	76
2023 Q2	$1.28M	Hold	17,600	–	–	0.16%	76
2023 Q1	$1.25M	Hold	17,600	–	–	0.16%	78
2022 Q4	$1.33M	Hold	17,600	–	–	0.18%	78
2022 Q3	$1.19M	Hold	17,600	–	–	0.16%	80
2022 Q2	$1.23M	Hold	17,600	–	–	0.15%	80
2022 Q1	$1.49M	Hold	17,600	–	–	0.16%	76
2021 Q4	$1.53M	Buy	+17,600	New	+$1.53M	0.15%	76

Other funds holding IYF

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Phoenix Financial Givatayim, Israel $14.6B AUM 57.48% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

PCH

PGIM Custom Harvest Newark, New Jersey $7.98B AUM 28.14% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

MMBG Investment Advisors's IYF Position: Q2 2026 in Review

MMBG Investment Advisors held its iShares US Financials ETF (IYF) position steady in Q2 2026 at 14,501 shares worth $1.85M. The position accounts for 0.15% of the portfolio, ranked #86.

MMBG Investment Advisors first reported a position in IYF in Q4 2021 and has held it in 19 quarters since. The position peaked at $1.9M in Q2 2025. 460 funds tracked by Wall St. Rank hold IYF as of Q2 2026.

MMBG Investment Advisors held 14,501 shares of iShares US Financials ETF worth $1.85M as of Q2 2026.
MMBG Investment Advisors left its iShares US Financials ETF share count unchanged in Q2 2026.
iShares US Financials ETF made up 0.15% of MMBG Investment Advisors's portfolio in Q2 2026, its #86 holding.
MMBG Investment Advisors first reported a position in iShares US Financials ETF in Q4 2021 and has held it in 19 quarters since.
MMBG Investment Advisors's iShares US Financials ETF position peaked at $1.9M in Q2 2025.
460 funds tracked by Wall St. Rank held iShares US Financials ETF as of Q2 2026.

Based on MMBG Investment Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.