Sage Advisory Services’s iShares US Consumer Discretionary ETF IYC Stock Holding History

Sage Advisory Services’s Portfolio IYC Stock Details IYC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q3	–	Sell	-145,650	Closed	-$11.3M	–	59
2021 Q2	$11.3M	Sell	145,650 -29,152	-17%	-$2.24M	3.1%	13
2021 Q1	$13.1M	Buy	+174,802	New	+$12.7M	3.18%	10

Other funds holding IYC

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

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

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

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

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

SFI

SPC Financial Inc Rockville, Maryland $1.28B AUM 12.6% 1-Year Est. Return

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

RJFSA

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

Sage Advisory Services's IYC Position: Q3 2021 in Review

Sage Advisory Services sold out of iShares US Consumer Discretionary ETF (IYC) in Q3 2021, closing a stake of 145,650 shares — an estimated $11.3M sold.

Sage Advisory Services first reported a position in IYC in Q1 2021 and held it in 2 quarters. The position peaked at $13.1M in Q1 2021. 203 funds tracked by Wall St. Rank hold IYC as of Q3 2021.

Sage Advisory Services reported no remaining iShares US Consumer Discretionary ETF position as of Q3 2021 after selling out during the quarter.
Sage Advisory Services sold 145,650 iShares US Consumer Discretionary ETF shares in Q3 2021, an estimated $11.3M.
Sage Advisory Services first reported a position in iShares US Consumer Discretionary ETF in Q1 2021 and held it in 2 quarters.
Sage Advisory Services's iShares US Consumer Discretionary ETF position peaked at $13.1M in Q1 2021.
203 funds tracked by Wall St. Rank held iShares US Consumer Discretionary ETF as of Q3 2021.

Based on Sage Advisory Services's 13F filing for Q3 2021, filed 25 Oct 2021.