Natixis’s iShares US Financials ETF IYF Stock Holding History

Natixis’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
2023 Q4	–	Sell	-4,996	Closed	-$376K	–	1104
2023 Q3	$376K	Hold	4,996	–	–	﹤0.01%	649
2023 Q2	$373K	Hold	4,996	–	–	﹤0.01%	676
2023 Q1	$355K	Sell	4,996 -4,997	-50%	-$384K	﹤0.01%	673
2022 Q4	$754K	Buy	+9,993	New	+$749K	﹤0.01%	672

Other funds holding IYF

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 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

PCH

PGIM Custom Harvest Newark, New Jersey $7.98B AUM 28.14% 1-Year Est. Return

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

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

Natixis's IYF Position: Q4 2023 in Review

Natixis sold out of iShares US Financials ETF (IYF) in Q4 2023, closing a stake of 4,996 shares — an estimated $376K sold.

Natixis first reported a position in IYF in Q4 2022 and held it in 4 quarters. The position peaked at $754K in Q4 2022. 340 funds tracked by Wall St. Rank hold IYF as of Q4 2023.

Natixis reported no remaining iShares US Financials ETF position as of Q4 2023 after selling out during the quarter.
Natixis sold 4,996 iShares US Financials ETF shares in Q4 2023, an estimated $376K.
Natixis first reported a position in iShares US Financials ETF in Q4 2022 and held it in 4 quarters.
Natixis's iShares US Financials ETF position peaked at $754K in Q4 2022.
340 funds tracked by Wall St. Rank held iShares US Financials ETF as of Q4 2023.

Based on Natixis's 13F filing for Q4 2023, filed 13 Feb 2024.