Pinnacle Family Advisors’s iShares US Consumer Staples ETF IYK Stock Holding History

Pinnacle Family Advisors’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
2020 Q2	–	Sell	-44,655	Closed	-$1.61M	–	84
2020 Q1	$1.61M	Buy	+44,655	New	+$1.89M	1.94%	15
2017 Q3	–	Sell	-44,655	Closed	-$1.81M	–	75
2017 Q2	$1.81M	Buy	+44,655	New	+$1.79M	1.01%	23

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

BHB

Bank Hapoalim BM Tel Aviv, Israel $1.5B AUM 26.39% 1-Year Est. Return

RIG

RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 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

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

Pinnacle Family Advisors's IYK Position: Q2 2020 in Review

Pinnacle Family Advisors sold out of iShares US Consumer Staples ETF (IYK) in Q2 2020, closing a stake of 44,655 shares — an estimated $1.61M sold.

Pinnacle Family Advisors first reported a position in IYK in Q2 2017 and held it in 2 quarters. The position peaked at $1.81M in Q2 2017. 107 funds tracked by Wall St. Rank hold IYK as of Q2 2020.

Pinnacle Family Advisors reported no remaining iShares US Consumer Staples ETF position as of Q2 2020 after selling out during the quarter.
Pinnacle Family Advisors sold 44,655 iShares US Consumer Staples ETF shares in Q2 2020, an estimated $1.61M.
Pinnacle Family Advisors first reported a position in iShares US Consumer Staples ETF in Q2 2017 and held it in 2 quarters.
Pinnacle Family Advisors's iShares US Consumer Staples ETF position peaked at $1.81M in Q2 2017.
107 funds tracked by Wall St. Rank held iShares US Consumer Staples ETF as of Q2 2020.

Based on Pinnacle Family Advisors's 13F filing for Q2 2020, filed 12 Aug 2020.