Patriot Financial Group Insurance Agency’s iShares US Consumer Focused ETF IEDI Stock Holding History

Patriot Financial Group Insurance Agency’s Portfolio IEDI Stock Details IEDI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q2	–	Sell	-87	Closed	-$4K	–	2088
2022 Q1	$4K	Hold	87	–	–	﹤0.01%	1687
2021 Q4	$4K	Hold	87	–	–	﹤0.01%	1776
2021 Q3	$4K	Hold	87	–	–	﹤0.01%	1763
2021 Q2	$4K	Hold	87	–	–	﹤0.01%	1707
2021 Q1	$4K	Hold	87	–	–	﹤0.01%	1619
2020 Q4	$3K	Hold	87	–	–	﹤0.01%	1562
2020 Q3	$3K	Hold	87	–	–	﹤0.01%	1366
2020 Q2	$3K	Buy	+87	New	+$2.56K	﹤0.01%	1308

Other funds holding IEDI

TRCT

Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

HAS

HBW Advisory Services Simi Valley, California $1.11B AUM 25.66% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Ironwood Financial Tucson, Arizona $639M AUM 19.03% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Patriot Financial Group Insurance Agency's IEDI Position: Q2 2022 in Review

Patriot Financial Group Insurance Agency sold out of iShares US Consumer Focused ETF (IEDI) in Q2 2022, closing a stake of 87 shares — an estimated $4K sold.

Patriot Financial Group Insurance Agency first reported a position in IEDI in Q2 2020 and held it in 8 quarters. The position peaked at $4K in Q1 2022. 10 funds tracked by Wall St. Rank hold IEDI as of Q2 2022.

Patriot Financial Group Insurance Agency reported no remaining iShares US Consumer Focused ETF position as of Q2 2022 after selling out during the quarter.
Patriot Financial Group Insurance Agency sold 87 iShares US Consumer Focused ETF shares in Q2 2022, an estimated $4K.
Patriot Financial Group Insurance Agency first reported a position in iShares US Consumer Focused ETF in Q2 2020 and held it in 8 quarters.
Patriot Financial Group Insurance Agency's iShares US Consumer Focused ETF position peaked at $4K in Q1 2022.
10 funds tracked by Wall St. Rank held iShares US Consumer Focused ETF as of Q2 2022.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q2 2022, filed 29 Jul 2022.