Money Concepts Capital’s iShares US Broker-Dealers & Securities Exchanges ETF IAI Stock Holding History

Money Concepts Capital’s Portfolio IAI Stock Details IAI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q1	–	Sell	-92	Closed	-$8.84K	–	1613
2022 Q4	$8.84K	Buy	+92	New	+$8.81K	﹤0.01%	2071
2022 Q2	–	Sell	-16	Closed	-$2K	–	1992
2022 Q1	$2K	Buy	+16	New	+$1.69K	﹤0.01%	2453

Other funds holding IAI

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

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

MIH

Meitav Investment House Bene-Beraq, Israel $9.12B AUM 42.07% 1-Year Est. Return

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

KHLMVGHM

Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet Tel Aviv, Israel $1.53B AUM 20.88% 1-Year Est. Return

SFI

SPC Financial Inc Rockville, Maryland $1.28B AUM 12.6% 1-Year Est. Return

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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Money Concepts Capital's IAI Position: Q1 2023 in Review

Money Concepts Capital sold out of iShares US Broker-Dealers & Securities Exchanges ETF (IAI) in Q1 2023, closing a stake of 92 shares — an estimated $8.84K sold.

Money Concepts Capital first reported a position in IAI in Q1 2022 and held it in 2 quarters. The position peaked at $8.84K in Q4 2022. 111 funds tracked by Wall St. Rank hold IAI as of Q1 2023.

Money Concepts Capital reported no remaining iShares US Broker-Dealers & Securities Exchanges ETF position as of Q1 2023 after selling out during the quarter.
Money Concepts Capital sold 92 iShares US Broker-Dealers & Securities Exchanges ETF shares in Q1 2023, an estimated $8.84K.
Money Concepts Capital first reported a position in iShares US Broker-Dealers & Securities Exchanges ETF in Q1 2022 and held it in 2 quarters.
Money Concepts Capital's iShares US Broker-Dealers & Securities Exchanges ETF position peaked at $8.84K in Q4 2022.
111 funds tracked by Wall St. Rank held iShares US Broker-Dealers & Securities Exchanges ETF as of Q1 2023.

Based on Money Concepts Capital's 13F filing for Q1 2023, filed 1 May 2023.