Moloney Securities Asset Management’s iShares US Consumer Staples ETF IYK Stock Holding History

Moloney Securities Asset Management’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
2021 Q2	–	Sell	-49,191	Closed	-$2.9M	–	440
2021 Q1	$2.9M	Buy	49,191 +42,666	+654%	+$2.5M	0.57%	52
2020 Q4	$377K	Buy	+6,525	New	+$346K	0.08%	244

Other funds holding IYK

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

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 1-Year Est. Return

BAM

Belpointe Asset Management Reno, Nevada $3.06B AUM 23.82% 1-Year Est. Return

Moloney Securities Asset Management's IYK Position: Q2 2021 in Review

Moloney Securities Asset Management sold out of iShares US Consumer Staples ETF (IYK) in Q2 2021, closing a stake of 49,191 shares — an estimated $2.9M sold.

Moloney Securities Asset Management first reported a position in IYK in Q4 2020 and held it in 2 quarters. The position peaked at $2.9M in Q1 2021. 142 funds tracked by Wall St. Rank hold IYK as of Q2 2021.

Moloney Securities Asset Management reported no remaining iShares US Consumer Staples ETF position as of Q2 2021 after selling out during the quarter.
Moloney Securities Asset Management sold 49,191 iShares US Consumer Staples ETF shares in Q2 2021, an estimated $2.9M.
Moloney Securities Asset Management first reported a position in iShares US Consumer Staples ETF in Q4 2020 and held it in 2 quarters.
Moloney Securities Asset Management's iShares US Consumer Staples ETF position peaked at $2.9M in Q1 2021.
142 funds tracked by Wall St. Rank held iShares US Consumer Staples ETF as of Q2 2021.

Based on Moloney Securities Asset Management's 13F filing for Q2 2021, filed 26 Jul 2021.