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Plante Moran Financial Advisors’s iShares US Consumer Staples ETF IYK Stock Holding History

Plante Moran Financial 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
2024
Q3 		– Sell
-183
Closed -$12K – 892
2024
Q2 		$12K Buy
+183
New +$12.2K ﹤0.01% 558

Other funds holding IYK

PCH
PGIM Custom Harvest Newark, New Jersey $7.98B AUM 28.14% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
IAIM
International Assets Investment Management Orlando, Florida $1.67B AUM 28.26% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Plante Moran Financial Advisors's IYK Position: Q3 2024 in Review

Plante Moran Financial Advisors sold out of iShares US Consumer Staples ETF (IYK) in Q3 2024, closing a stake of 183 shares — an estimated $12K sold.

Plante Moran Financial Advisors first reported a position in IYK in Q2 2024 and held it in 1 quarter. The position peaked at $12K in Q2 2024. 233 funds tracked by Wall St. Rank hold IYK as of Q3 2024.

  • Plante Moran Financial Advisors reported no remaining iShares US Consumer Staples ETF position as of Q3 2024 after selling out during the quarter.
  • Plante Moran Financial Advisors sold 183 iShares US Consumer Staples ETF shares in Q3 2024, an estimated $12K.
  • Plante Moran Financial Advisors first reported a position in iShares US Consumer Staples ETF in Q2 2024 and held it in 1 quarter.
  • Plante Moran Financial Advisors's iShares US Consumer Staples ETF position peaked at $12K in Q2 2024.
  • 233 funds tracked by Wall St. Rank held iShares US Consumer Staples ETF as of Q3 2024.

Based on Plante Moran Financial Advisors's 13F filing for Q3 2024, filed 30 Oct 2024.