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

Moneta Group 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
2018
Q2 		– Sell
-100
Closed -$6K – 517
2018
Q1 		$6K Buy
+100
New +$6.07K ﹤0.01% 502

Other funds holding IYF

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $92.9B AUM 36.98% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Moneta Group Investment Advisors's IYF Position: Q2 2018 in Review

Moneta Group Investment Advisors sold out of iShares US Financials ETF (IYF) in Q2 2018, closing a stake of 100 shares — an estimated $6K sold.

Moneta Group Investment Advisors first reported a position in IYF in Q1 2018 and held it in 1 quarter. The position peaked at $6K in Q1 2018. 227 funds tracked by Wall St. Rank hold IYF as of Q2 2018.

  • Moneta Group Investment Advisors reported no remaining iShares US Financials ETF position as of Q2 2018 after selling out during the quarter.
  • Moneta Group Investment Advisors sold 100 iShares US Financials ETF shares in Q2 2018, an estimated $6K.
  • Moneta Group Investment Advisors first reported a position in iShares US Financials ETF in Q1 2018 and held it in 1 quarter.
  • Moneta Group Investment Advisors's iShares US Financials ETF position peaked at $6K in Q1 2018.
  • 227 funds tracked by Wall St. Rank held iShares US Financials ETF as of Q2 2018.

Based on Moneta Group Investment Advisors's 13F filing for Q2 2018, filed 14 Aug 2018.