Pathstone Family Office’s iShares US Telecommunications ETF IYZ Stock Holding History

Pathstone Family Office’s Portfolio IYZ Stock Details IYZ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	$499K	Buy	+23,432	New	+$518K	﹤0.01%	1032

Other funds holding IYZ

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

PCH

PGIM Custom Harvest Newark, New Jersey $6.4B AUM 18.53% 1-Year Est. Return

DWM

Dakota Wealth Management Palm Beach Gardens, Florida $4.62B AUM 33.09% 1-Year Est. Return

BCI

Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return

OPS

Orion Portfolio Solutions Omaha, Nebraska $10.2B AUM 6.73% 1-Year Est. Return

RJFSA

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

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

SFCL

Strengthening Families & Communities LLC Boston, Massachusetts $401M AUM 33.17% 1-Year Est. Return

Pathstone Family Office's IYZ Position: Q3 2023 in Review

Pathstone Family Office opened a new position in iShares US Telecommunications ETF (IYZ) in Q3 2023: 23,432 shares worth $499K. The stake represents ﹤0.01% of the portfolio and ranks #1032 among its holdings.

118 funds tracked by Wall St. Rank hold IYZ as of Q3 2023.

Pathstone Family Office held 23,432 shares of iShares US Telecommunications ETF worth $499K as of Q3 2023.
iShares US Telecommunications ETF was a new Pathstone Family Office position in Q3 2023.
iShares US Telecommunications ETF made up ﹤0.01% of Pathstone Family Office's portfolio in Q3 2023, its #1032 holding.
118 funds tracked by Wall St. Rank held iShares US Telecommunications ETF as of Q3 2023.

Based on Pathstone Family Office's 13F filing for Q3 2023, filed 8 Nov 2023.