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

Commerce Bank Kansas City, Missouri $22.8B AUM 28.56% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

UCFA

United Capital Financial Advisors Irving, Texas $18.2B AUM 22.02% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Advisor Group Phoenix, Arizona $14.5B AUM 24.86% 1-Year Est. Return

Mosaic Family Wealth's IYM Position: Q1 2018 in Review

Mosaic Family Wealth sold out of iShares US Basic Materials ETF (IYM) in Q1 2018, closing a stake of 374 shares — an estimated $38K sold.

Mosaic Family Wealth first reported a position in IYM in Q4 2015 and held it in 9 quarters. The position peaked at $38K in Q4 2017. 142 funds tracked by Wall St. Rank hold IYM as of Q1 2018.

Mosaic Family Wealth reported no remaining iShares US Basic Materials ETF position as of Q1 2018 after selling out during the quarter.
Mosaic Family Wealth sold 374 iShares US Basic Materials ETF shares in Q1 2018, an estimated $38K.
Mosaic Family Wealth first reported a position in iShares US Basic Materials ETF in Q4 2015 and held it in 9 quarters.
Mosaic Family Wealth's iShares US Basic Materials ETF position peaked at $38K in Q4 2017.
142 funds tracked by Wall St. Rank held iShares US Basic Materials ETF as of Q1 2018.

Based on Mosaic Family Wealth's 13F filing for Q1 2018, filed 15 May 2018.