Sanford Advisory Services’s iShares Evolved U.S. Financials ETF IEFN Stock Holding History

Sanford Advisory Services’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 Q3	–	Sell	-10,680	Closed	-$295K	–	120
2022 Q2	$295K	Sell	10,680 -1,346	-11%	-$40.3K	0.08%	92
2022 Q1	$393K	Buy	+12,026	New	+$401K	0.11%	75

Sanford Advisory Services's IEFN Position: Q3 2022 in Review

Sanford Advisory Services sold out of iShares Evolved U.S. Financials ETF (IEFN) in Q3 2022, closing a stake of 10,680 shares — an estimated $295K sold.

Sanford Advisory Services first reported a position in IEFN in Q1 2022 and held it in 2 quarters. The position peaked at $393K in Q1 2022. 0 funds tracked by Wall St. Rank hold IEFN as of Q3 2022.

Sanford Advisory Services reported no remaining iShares Evolved U.S. Financials ETF position as of Q3 2022 after selling out during the quarter.
Sanford Advisory Services sold 10,680 iShares Evolved U.S. Financials ETF shares in Q3 2022, an estimated $295K.
Sanford Advisory Services first reported a position in iShares Evolved U.S. Financials ETF in Q1 2022 and held it in 2 quarters.
Sanford Advisory Services's iShares Evolved U.S. Financials ETF position peaked at $393K in Q1 2022.
0 funds tracked by Wall St. Rank held iShares Evolved U.S. Financials ETF as of Q3 2022.

Based on Sanford Advisory Services's 13F filing for Q3 2022, filed 9 Nov 2022.