MOTCO’s iShares US Financials ETF IYF Stock Holding History

MOTCO’s Portfolio IYF Stock Details IYF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q2	–	Sell	-536	Closed	-$26K	–	706
2020 Q1	$26K	Hold	536	–	–	﹤0.01%	351
2019 Q4	$37K	Buy	+536	New	+$35.6K	﹤0.01%	349
2017 Q2	–	Sell	-472	Closed	-$25K	–	615
2017 Q1	$25K	Buy	+472	New	+$24.6K	﹤0.01%	388

Other funds holding IYF

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

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

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

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

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

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

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

MOTCO's IYF Position: Q2 2020 in Review

MOTCO sold out of iShares US Financials ETF (IYF) in Q2 2020, closing a stake of 536 shares — an estimated $26K sold.

MOTCO first reported a position in IYF in Q1 2017 and held it in 3 quarters. The position peaked at $37K in Q4 2019. 232 funds tracked by Wall St. Rank hold IYF as of Q2 2020.

MOTCO reported no remaining iShares US Financials ETF position as of Q2 2020 after selling out during the quarter.
MOTCO sold 536 iShares US Financials ETF shares in Q2 2020, an estimated $26K.
MOTCO first reported a position in iShares US Financials ETF in Q1 2017 and held it in 3 quarters.
MOTCO's iShares US Financials ETF position peaked at $37K in Q4 2019.
232 funds tracked by Wall St. Rank held iShares US Financials ETF as of Q2 2020.

Based on MOTCO's 13F filing for Q2 2020, filed 15 Jul 2020.