Plante Moran Financial Advisors’s iShares US Financial Services ETF IYG Stock Holding History

Plante Moran Financial Advisors’s Portfolio IYG Stock Details IYG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q4	–	Sell	-1,098	Closed	-$69K	–	1055
2021 Q3	$69K	Hold	1,098	–	–	0.02%	323
2021 Q2	$68K	Hold	1,098	–	–	0.02%	310
2021 Q1	$63K	Hold	1,098	–	–	0.02%	313
2020 Q4	$55K	Hold	1,098	–	–	0.02%	345
2020 Q3	$45K	Hold	1,098	–	–	0.02%	341
2020 Q2	$44K	Hold	1,098	–	–	0.02%	310
2020 Q1	$38K	Hold	1,098	–	–	0.02%	300
2019 Q4	$56K	Sell	1,098 -402	-27%	-$19.3K	0.02%	307
2019 Q3	$68K	Hold	1,500	–	–	0.02%	293
2019 Q2	$67K	Hold	1,500	–	–	0.02%	279
2019 Q1	$62K	Hold	1,500	–	–	0.02%	289
2018 Q4	$56K	Hold	1,500	–	–	0.02%	268
2018 Q3	$67K	Hold	1,500	–	–	0.02%	261
2018 Q2	$65K	Hold	1,500	–	–	0.03%	285
2018 Q1	$65K	Hold	1,500	–	–	0.04%	302
2017 Q4	$65K	Hold	1,500	–	–	0.04%	294
2017 Q3	$60K	Hold	1,500	–	–	0.04%	268
2017 Q2	$57K	Hold	1,500	–	–	0.04%	281
2017 Q1	$55K	Hold	1,500	–	–	0.03%	297
2016 Q4	$53K	Hold	1,500	–	–	0.03%	315
2016 Q3	$44K	Hold	1,500	–	–	0.03%	350
2016 Q2	$40K	Hold	1,500	–	–	0.03%	323
2016 Q1	$41K	Hold	1,500	–	–	0.03%	293
2015 Q4	$45K	Hold	1,500	–	–	0.03%	294
2015 Q3	$43K	Hold	1,500	–	–	0.03%	278
2015 Q2	$47K	Hold	1,500	–	–	0.03%	306
2015 Q1	$45K	Hold	1,500	–	–	0.03%	300
2014 Q4	$46K	Hold	1,500	–	–	0.03%	291
2014 Q3	$43K	Hold	1,500	–	–	0.04%	284
2014 Q2	$42K	Hold	1,500	–	–	0.04%	259
2014 Q1	$42K	Hold	1,500	–	–	0.05%	182
2013 Q4	$42K	Hold	1,500	–	–	0.02%	261
2013 Q3	$37K	Hold	1,500	–	–	0.02%	220
2013 Q2	$36K	Buy	+1,500	New	+$34.6K	0.03%	194

Other funds holding IYG

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

RJA

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

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

AAS

Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return

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

Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

WestEnd Advisors Charlotte, North Carolina $4.14B AUM 15.99% 1-Year Est. Return

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

Plante Moran Financial Advisors's IYG Position: Q4 2021 in Review

Plante Moran Financial Advisors sold out of iShares US Financial Services ETF (IYG) in Q4 2021, closing a stake of 1,098 shares — an estimated $69K sold.

Plante Moran Financial Advisors first reported a position in IYG in Q2 2013 and held it in 34 quarters. The position peaked at $69K in Q3 2021. 275 funds tracked by Wall St. Rank hold IYG as of Q4 2021.

Plante Moran Financial Advisors reported no remaining iShares US Financial Services ETF position as of Q4 2021 after selling out during the quarter.
Plante Moran Financial Advisors sold 1,098 iShares US Financial Services ETF shares in Q4 2021, an estimated $69K.
Plante Moran Financial Advisors first reported a position in iShares US Financial Services ETF in Q2 2013 and held it in 34 quarters.
Plante Moran Financial Advisors's iShares US Financial Services ETF position peaked at $69K in Q3 2021.
275 funds tracked by Wall St. Rank held iShares US Financial Services ETF as of Q4 2021.

Based on Plante Moran Financial Advisors's 13F filing for Q4 2021, filed 9 Feb 2022.