PWMG
IECS

Prestige Wealth Management Group’s iShares Evolved U.S. Consumer Staples ETF IECS Stock Holding History

Prestige Wealth Management Group’s Portfolio IECS Stock Details IECS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q1 		– Sell
-4,029
Closed -$115K – 1043
2019
Q4 		$115K Sell
4,029
-50
-1% -$1.39K 0.06% 152
2019
Q3 		$114K Buy
+4,079
New +$113K 0.07% 142

Other funds holding IECS

IF
Ironwood Financial Tucson, Arizona $639M AUM 19.03% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
WCG
Weaver Consulting Group Huntington Beach, California $420M AUM 14.29% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
OPS
Orion Portfolio Solutions Omaha, Nebraska $10.2B AUM 6.73% 1-Year Est. Return

Prestige Wealth Management Group's IECS Position: Q1 2020 in Review

Prestige Wealth Management Group sold out of iShares Evolved U.S. Consumer Staples ETF (IECS) in Q1 2020, closing a stake of 4,029 shares — an estimated $115K sold.

Prestige Wealth Management Group first reported a position in IECS in Q3 2019 and held it in 2 quarters. The position peaked at $115K in Q4 2019. 9 funds tracked by Wall St. Rank hold IECS as of Q1 2020.

  • Prestige Wealth Management Group reported no remaining iShares Evolved U.S. Consumer Staples ETF position as of Q1 2020 after selling out during the quarter.
  • Prestige Wealth Management Group sold 4,029 iShares Evolved U.S. Consumer Staples ETF shares in Q1 2020, an estimated $115K.
  • Prestige Wealth Management Group first reported a position in iShares Evolved U.S. Consumer Staples ETF in Q3 2019 and held it in 2 quarters.
  • Prestige Wealth Management Group's iShares Evolved U.S. Consumer Staples ETF position peaked at $115K in Q4 2019.
  • 9 funds tracked by Wall St. Rank held iShares Evolved U.S. Consumer Staples ETF as of Q1 2020.

Based on Prestige Wealth Management Group's 13F filing for Q1 2020, filed 15 May 2020.