Royal Bank of Canada’s iShares Evolved U.S. Financials ETF IEFN Stock Holding History

Royal Bank of Canada’s Portfolio IEFN Stock Details IEFN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q2	–	Sell	-1,500	Closed	-$49K	–	8153
2022 Q1	$49K	Hold	1,500	–	–	﹤0.01%	6129
2021 Q4	$50K	Hold	1,500	–	–	﹤0.01%	6379
2021 Q3	$48K	Hold	1,500	–	–	﹤0.01%	6203
2021 Q2	$47K	Hold	1,500	–	–	﹤0.01%	6088
2021 Q1	$44K	Hold	1,500	–	–	﹤0.01%	5982
2020 Q4	$38K	Buy	+1,500	New	+$34.6K	﹤0.01%	5774

Other funds holding IEFN

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

TRCT

Tower Research Capital (TRC) New York $4.08B AUM 58.77% 1-Year Est. Return

HIC

Holderness Investments Company Greensboro, North Carolina $498M AUM 34.39% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Synovus Financial Columbus, Georgia $8.74B AUM 12.78% 1-Year Est. Return

SAS

Sanford Advisory Services Portage, Michigan $420M AUM 15.59% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

HIA

Harbor Investment Advisory Lutherville, Maryland $1.43B AUM 30.71% 1-Year Est. Return

Financial Perspectives Minneapolis, Minnesota $411M AUM 26.27% 1-Year Est. Return

SWA

SOA Wealth Advisors New York $595M AUM 25.98% 1-Year Est. Return

Royal Bank of Canada's IEFN Position: Q2 2022 in Review

Royal Bank of Canada sold out of iShares Evolved U.S. Financials ETF (IEFN) in Q2 2022, closing a stake of 1,500 shares — an estimated $49K sold.

Royal Bank of Canada first reported a position in IEFN in Q4 2020 and held it in 6 quarters. The position peaked at $50K in Q4 2021. 12 funds tracked by Wall St. Rank hold IEFN as of Q2 2022.

Royal Bank of Canada reported no remaining iShares Evolved U.S. Financials ETF position as of Q2 2022 after selling out during the quarter.
Royal Bank of Canada sold 1,500 iShares Evolved U.S. Financials ETF shares in Q2 2022, an estimated $49K.
Royal Bank of Canada first reported a position in iShares Evolved U.S. Financials ETF in Q4 2020 and held it in 6 quarters.
Royal Bank of Canada's iShares Evolved U.S. Financials ETF position peaked at $50K in Q4 2021.
12 funds tracked by Wall St. Rank held iShares Evolved U.S. Financials ETF as of Q2 2022.

Based on Royal Bank of Canada's 13F filing for Q2 2022, filed 15 Aug 2022.