NWM
IAT icon

Northcape Wealth Management’s iShares US Regional Banks ETF IAT Stock Holding History

Northcape Wealth Management’s Portfolio IAT Stock Details IAT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q2 		– Sell
-61,684
Closed -$3.63M – 132
2022
Q1 		$3.63M Buy
61,684
+543
+0.9% +$34.4K 1.06% 28
2021
Q4 		$3.78M Buy
+61,141
New +$3.86M 1.27% 24

Other funds holding IAT

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Northcape Wealth Management's IAT Position: Q2 2022 in Review

Northcape Wealth Management sold out of iShares US Regional Banks ETF (IAT) in Q2 2022, closing a stake of 61,684 shares — an estimated $3.63M sold.

Northcape Wealth Management first reported a position in IAT in Q4 2021 and held it in 2 quarters. The position peaked at $3.78M in Q4 2021. 140 funds tracked by Wall St. Rank hold IAT as of Q2 2022.

  • Northcape Wealth Management reported no remaining iShares US Regional Banks ETF position as of Q2 2022 after selling out during the quarter.
  • Northcape Wealth Management sold 61,684 iShares US Regional Banks ETF shares in Q2 2022, an estimated $3.63M.
  • Northcape Wealth Management first reported a position in iShares US Regional Banks ETF in Q4 2021 and held it in 2 quarters.
  • Northcape Wealth Management's iShares US Regional Banks ETF position peaked at $3.78M in Q4 2021.
  • 140 funds tracked by Wall St. Rank held iShares US Regional Banks ETF as of Q2 2022.

Based on Northcape Wealth Management's 13F filing for Q2 2022, filed 9 Aug 2022.