Money Concepts Capital’s iShares US Financial Services ETF IYG Stock Holding History

Money Concepts Capital’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
2023 Q1	–	Sell	-2,790	Closed	-$146K	–	1742
2022 Q4	$146K	Buy	2,790 +2,445	+709%	+$128K	0.01%	817
2022 Q3	$16K	Hold	345	–	–	﹤0.01%	961
2022 Q2	$17K	Sell	345 -1,962	-85%	-$106K	﹤0.01%	922
2022 Q1	$139K	Buy	+2,307	New	+$145K	0.01%	872

Other funds holding IYG

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

RIG

RiverFront Investment Group Richmond, Virginia $6.46B AUM 18.45% 1-Year Est. Return

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

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

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

Money Concepts Capital sold out of iShares US Financial Services ETF (IYG) in Q1 2023, closing a stake of 2,790 shares — an estimated $146K sold.

Money Concepts Capital first reported a position in IYG in Q1 2022 and held it in 4 quarters. The position peaked at $146K in Q4 2022. 209 funds tracked by Wall St. Rank hold IYG as of Q1 2023.

Money Concepts Capital reported no remaining iShares US Financial Services ETF position as of Q1 2023 after selling out during the quarter.
Money Concepts Capital sold 2,790 iShares US Financial Services ETF shares in Q1 2023, an estimated $146K.
Money Concepts Capital first reported a position in iShares US Financial Services ETF in Q1 2022 and held it in 4 quarters.
Money Concepts Capital's iShares US Financial Services ETF position peaked at $146K in Q4 2022.
209 funds tracked by Wall St. Rank held iShares US Financial Services ETF as of Q1 2023.

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