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Moneta Group Investment Advisors’s iShares US Financial Services ETF IYG Stock Holding History

Moneta Group Investment Advisors’s Portfolio IYG Stock Details IYG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q2 		– Sell
-525
Closed -$23K – 518
2018
Q1 		$23K Buy
+525
New +$23.8K ﹤0.01% 383

Other funds holding IYG

RIG
RiverFront Investment Group Richmond, Virginia $6.46B AUM 18.45% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BTS
BB&T Securities Richmond, Virginia $10.9B AUM 5.31% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 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

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

Moneta Group Investment Advisors sold out of iShares US Financial Services ETF (IYG) in Q2 2018, closing a stake of 525 shares — an estimated $23K sold.

Moneta Group Investment Advisors first reported a position in IYG in Q1 2018 and held it in 1 quarter. The position peaked at $23K in Q1 2018. 143 funds tracked by Wall St. Rank hold IYG as of Q2 2018.

  • Moneta Group Investment Advisors reported no remaining iShares US Financial Services ETF position as of Q2 2018 after selling out during the quarter.
  • Moneta Group Investment Advisors sold 525 iShares US Financial Services ETF shares in Q2 2018, an estimated $23K.
  • Moneta Group Investment Advisors first reported a position in iShares US Financial Services ETF in Q1 2018 and held it in 1 quarter.
  • Moneta Group Investment Advisors's iShares US Financial Services ETF position peaked at $23K in Q1 2018.
  • 143 funds tracked by Wall St. Rank held iShares US Financial Services ETF as of Q2 2018.

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