MFW
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Mosaic Family Wealth’s iShares US Basic Materials ETF IYM Stock Holding History

Mosaic Family Wealth’s Portfolio IYM Stock Details IYM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q1 		– Sell
-374
Closed -$38K – 684
2017
Q4 		$38K Hold
374
– – 0.01% 364
2017
Q3 		$36K Hold
374
– – 0.01% 384
2017
Q2 		$33K Hold
374
– – 0.01% 375
2017
Q1 		$33K Hold
374
– – 0.01% 378
2016
Q4 		$31K Hold
374
– – 0.01% 379
2016
Q3 		$30K Hold
374
– – 0.01% 393
2016
Q2 		$29K Hold
374
– – 0.01% 401
2016
Q1 		$27K Hold
374
– – 0.01% 400
2015
Q4 		$26K Buy
+374
New +$26.9K 0.01% 410

Other funds holding IYM

CB
Commerce Bank Kansas City, Missouri $20.7B AUM 23.76% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 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
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
AG
Advisor Group Phoenix, Arizona $14.5B AUM 24.86% 1-Year Est. Return