Nauset Wealth Management’s iShares US Consumer Staples ETF IYK Stock Holding History

Nauset Wealth Management’s Portfolio IYK Stock Details IYK Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q1	$521K	Hold	7,800	–	–	0.41%	39
2021 Q4	$520K	Buy	+7,800	New	+$489K	0.5%	32

Other funds holding IYK

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

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

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

RJFSA

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

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

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

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

BWM

Bulltick Wealth Management Miami, Florida $490M AUM 12.12% 1-Year Est. Return

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

Nauset Wealth Management's IYK Position: Q1 2022 in Review

Nauset Wealth Management held its iShares US Consumer Staples ETF (IYK) position steady in Q1 2022 at 7,800 shares worth $521K. The position accounts for 0.41% of the portfolio, ranked #39.

Nauset Wealth Management first reported a position in IYK in Q4 2021 and has held it in 2 quarters since. 186 funds tracked by Wall St. Rank hold IYK as of Q1 2022.

Nauset Wealth Management held 7,800 shares of iShares US Consumer Staples ETF worth $521K as of Q1 2022.
Nauset Wealth Management left its iShares US Consumer Staples ETF share count unchanged in Q1 2022.
iShares US Consumer Staples ETF made up 0.41% of Nauset Wealth Management's portfolio in Q1 2022, its #39 holding.
Nauset Wealth Management first reported a position in iShares US Consumer Staples ETF in Q4 2021 and has held it in 2 quarters since.
186 funds tracked by Wall St. Rank held iShares US Consumer Staples ETF as of Q1 2022.

Based on Nauset Wealth Management's 13F filing for Q1 2022, filed 28 Apr 2022.