Moors & Cabot’s iShares US Consumer Focused ETF IEDI Stock Holding History

Moors & Cabot’s Portfolio IEDI Stock Details IEDI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-9,039	Closed	-$462K	–	922
2025 Q1	$462K	Sell	9,039 -351	-4%	-$18.9K	0.02%	506
2024 Q4	$502K	Buy	+9,390	New	+$503K	0.02%	499

Other funds holding IEDI

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

UWS

Unique Wealth Strategies Burr Ridge, Illinois $275M AUM 29.58% 1-Year Est. Return

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

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

FTUS

Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return

BRWA

B. Riley Wealth Advisors Boca Raton, Florida $1.87B AUM 37.01% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Ironwood Financial Tucson, Arizona $639M AUM 19.03% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

TRCT

Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return

Moors & Cabot's IEDI Position: Q2 2025 in Review

Moors & Cabot sold out of iShares US Consumer Focused ETF (IEDI) in Q2 2025, closing a stake of 9,039 shares — an estimated $462K sold.

Moors & Cabot first reported a position in IEDI in Q4 2024 and held it in 2 quarters. The position peaked at $502K in Q4 2024. 19 funds tracked by Wall St. Rank hold IEDI as of Q2 2025.

Moors & Cabot reported no remaining iShares US Consumer Focused ETF position as of Q2 2025 after selling out during the quarter.
Moors & Cabot sold 9,039 iShares US Consumer Focused ETF shares in Q2 2025, an estimated $462K.
Moors & Cabot first reported a position in iShares US Consumer Focused ETF in Q4 2024 and held it in 2 quarters.
Moors & Cabot's iShares US Consumer Focused ETF position peaked at $502K in Q4 2024.
19 funds tracked by Wall St. Rank held iShares US Consumer Focused ETF as of Q2 2025.

Based on Moors & Cabot's 13F filing for Q2 2025, filed 6 Aug 2025.