NatWest Group’s iShares US Financials ETF IYF Stock Holding History

NatWest Group’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
2017 Q4	–	Sell	-14,000	Closed	-$785K	–	93
2017 Q3	$785K	Hold	14,000	–	–	0.19%	62
2017 Q2	$753K	Hold	14,000	–	–	0.17%	62
2017 Q1	$728K	Hold	14,000	–	–	0.15%	68
2016 Q4	$710K	Hold	14,000	–	–	0.19%	68
2016 Q3	$630K	Hold	14,000	–	–	0.15%	76
2016 Q2	$602K	Hold	14,000	–	–	0.15%	76
2016 Q1	$592K	Hold	14,000	–	–	0.13%	80
2015 Q4	$619K	Hold	14,000	–	–	0.12%	86
2015 Q3	$589K	Sell	14,000 -3,460	-20%	-$154K	0.01%	264
2015 Q2	$783K	Hold	17,460	–	–	0.01%	209
2015 Q1	$777K	Hold	17,460	–	–	0.01%	257
2014 Q4	$787K	Hold	17,460	–	–	0.01%	242
2014 Q3	$731K	Hold	17,460	–	–	0.01%	294
2014 Q2	$726K	Sell	17,460 -2,000	-10%	-$81.2K	0.03%	304
2014 Q1	$796K	Hold	19,460	–	–	0.04%	276
2013 Q4	$780K	Hold	19,460	–	–	0.02%	484
2013 Q3	$713K	Buy	+19,460	New	+$721K	0.02%	552

Other funds holding IYF

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

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

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

Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return

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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

NatWest Group's IYF Position: Q4 2017 in Review

NatWest Group sold out of iShares US Financials ETF (IYF) in Q4 2017, closing a stake of 14,000 shares — an estimated $785K sold.

NatWest Group first reported a position in IYF in Q3 2013 and held it in 17 quarters. The position peaked at $796K in Q1 2014. 221 funds tracked by Wall St. Rank hold IYF as of Q4 2017.

NatWest Group reported no remaining iShares US Financials ETF position as of Q4 2017 after selling out during the quarter.
NatWest Group sold 14,000 iShares US Financials ETF shares in Q4 2017, an estimated $785K.
NatWest Group first reported a position in iShares US Financials ETF in Q3 2013 and held it in 17 quarters.
NatWest Group's iShares US Financials ETF position peaked at $796K in Q1 2014.
221 funds tracked by Wall St. Rank held iShares US Financials ETF as of Q4 2017.

Based on NatWest Group's 13F filing for Q4 2017, filed 6 Feb 2018.