Red Door Wealth Management’s iShares US Financials ETF IYF Stock Holding History

Red Door Wealth Management’s Portfolio IYF Stock Details IYF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q3	–	Sell	-9	Closed	–	–	393
2021 Q2	$0	Buy	+9	New	+$723	﹤0.01%	642

Other funds holding IYF

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

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

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

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

Red Door Wealth Management's IYF Position: Q3 2021 in Review

Red Door Wealth Management sold out of iShares US Financials ETF (IYF) in Q3 2021, closing a stake of 9 shares.

Red Door Wealth Management first reported a position in IYF in Q2 2021 and held it in 1 quarter. The position peaked at $0 in Q2 2021. 307 funds tracked by Wall St. Rank hold IYF as of Q3 2021.

Red Door Wealth Management reported no remaining iShares US Financials ETF position as of Q3 2021 after selling out during the quarter.
Red Door Wealth Management sold 9 iShares US Financials ETF shares in Q3 2021.
Red Door Wealth Management first reported a position in iShares US Financials ETF in Q2 2021 and held it in 1 quarter.
Red Door Wealth Management's iShares US Financials ETF position peaked at $0 in Q2 2021.
307 funds tracked by Wall St. Rank held iShares US Financials ETF as of Q3 2021.

Based on Red Door Wealth Management's 13F filing for Q3 2021, filed 14 Oct 2021.