Mosaic Family Wealth’s iShares US Real Estate ETF IYR Stock Holding History

Mosaic Family Wealth’s Portfolio IYR Stock Details IYR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2016 Q2	–	Sell	-8,300	Closed	-$646K	–	806
2016 Q1	$646K	Buy	+8,300	New	+$602K	0.31%	63

Other funds holding IYR

Goldman Sachs New York $871B AUM 31.28% 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

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

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

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

Mosaic Family Wealth's IYR Position: Q2 2016 in Review

Mosaic Family Wealth sold out of iShares US Real Estate ETF (IYR) in Q2 2016, closing a stake of 8,300 shares — an estimated $646K sold.

Mosaic Family Wealth first reported a position in IYR in Q1 2016 and held it in 1 quarter. The position peaked at $646K in Q1 2016. 348 funds tracked by Wall St. Rank hold IYR as of Q2 2016.

Mosaic Family Wealth reported no remaining iShares US Real Estate ETF position as of Q2 2016 after selling out during the quarter.
Mosaic Family Wealth sold 8,300 iShares US Real Estate ETF shares in Q2 2016, an estimated $646K.
Mosaic Family Wealth first reported a position in iShares US Real Estate ETF in Q1 2016 and held it in 1 quarter.
Mosaic Family Wealth's iShares US Real Estate ETF position peaked at $646K in Q1 2016.
348 funds tracked by Wall St. Rank held iShares US Real Estate ETF as of Q2 2016.

Based on Mosaic Family Wealth's 13F filing for Q2 2016, filed 15 Aug 2016.