MUFG Americas’s iShares US Financials ETF IYF Stock Holding History

MUFG Americas’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
2022 Q4	–	Sell	-238	Closed	-$16K	–	447
2022 Q3	$16K	Hold	238	–	–	﹤0.01%	641
2022 Q2	$17K	Hold	238	–	–	﹤0.01%	625
2022 Q1	$20K	Hold	238	–	–	﹤0.01%	647
2021 Q4	$21K	Hold	238	–	–	﹤0.01%	686
2021 Q3	$20K	Hold	238	–	–	﹤0.01%	648
2021 Q2	$19K	Hold	238	–	–	﹤0.01%	582
2021 Q1	$18K	Hold	238	–	–	﹤0.01%	588
2020 Q4	$16K	Hold	238	–	–	﹤0.01%	605
2020 Q3	$14K	Hold	238	–	–	﹤0.01%	593
2020 Q2	$13K	Buy	+238	New	+$12.7K	﹤0.01%	616

Other funds holding IYF

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

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

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

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

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

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

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

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

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

MUFG Americas's IYF Position: Q4 2022 in Review

MUFG Americas sold out of iShares US Financials ETF (IYF) in Q4 2022, closing a stake of 238 shares — an estimated $16K sold.

MUFG Americas first reported a position in IYF in Q2 2020 and held it in 10 quarters. The position peaked at $21K in Q4 2021. 320 funds tracked by Wall St. Rank hold IYF as of Q4 2022.

MUFG Americas reported no remaining iShares US Financials ETF position as of Q4 2022 after selling out during the quarter.
MUFG Americas sold 238 iShares US Financials ETF shares in Q4 2022, an estimated $16K.
MUFG Americas first reported a position in iShares US Financials ETF in Q2 2020 and held it in 10 quarters.
MUFG Americas's iShares US Financials ETF position peaked at $21K in Q4 2021.
320 funds tracked by Wall St. Rank held iShares US Financials ETF as of Q4 2022.

Based on MUFG Americas's 13F filing for Q4 2022.