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Selective Wealth Management’s Anfield US Equity Sector Rotation ETF AESR Stock Holding History

Selective Wealth Management’s Portfolio AESR Stock Details AESR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		– Sell
-759
Closed -$8K – 141
2022
Q3 		$8K Hold
759
– – ﹤0.01% 539
2022
Q2 		$8K Sell
759
-154
-17% -$1.86K ﹤0.01% 579
2022
Q1 		$12K Hold
913
– – ﹤0.01% 511
2021
Q4 		$13K Buy
913
+86
+10% +$1.23K 0.01% 462
2021
Q3 		$11K Buy
+827
New +$11.6K 0.01% 422

Other funds holding AESR

FIBT
First International Bank & Trust Watford City, North Dakota $288M AUM 6.85% 1-Year Est. Return
FIA
Foundations Investment Advisors Phoenix, Arizona $8.07B AUM 24.97% 1-Year Est. Return
ACM
Anfield Capital Management Irvine, California $363M AUM 24.08% 1-Year Est. Return
GWM
Geneos Wealth Management Englewood, Colorado $4.31B AUM 18.36% 1-Year Est. Return
AWM
Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return
CWA
Capital Wealth Alliance Scottsdale, Arizona $215M AUM 26.09% 1-Year Est. Return
PWMG
Provence Wealth Management Group Irvine, California $186M AUM 38.63% 1-Year Est. Return
FIB
First Interstate Bank Billings, Montana $1.92B AUM 19.65% 1-Year Est. Return
H
HoyleCohen San Diego, California $1.32B AUM 27.05% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Selective Wealth Management's AESR Position: Q4 2022 in Review

Selective Wealth Management sold out of Anfield US Equity Sector Rotation ETF (AESR) in Q4 2022, closing a stake of 759 shares — an estimated $8K sold.

Selective Wealth Management first reported a position in AESR in Q3 2021 and held it in 5 quarters. The position peaked at $13K in Q4 2021. 11 funds tracked by Wall St. Rank hold AESR as of Q4 2022.

  • Selective Wealth Management reported no remaining Anfield US Equity Sector Rotation ETF position as of Q4 2022 after selling out during the quarter.
  • Selective Wealth Management sold 759 Anfield US Equity Sector Rotation ETF shares in Q4 2022, an estimated $8K.
  • Selective Wealth Management first reported a position in Anfield US Equity Sector Rotation ETF in Q3 2021 and held it in 5 quarters.
  • Selective Wealth Management's Anfield US Equity Sector Rotation ETF position peaked at $13K in Q4 2021.
  • 11 funds tracked by Wall St. Rank held Anfield US Equity Sector Rotation ETF as of Q4 2022.

Based on Selective Wealth Management's 13F filing for Q4 2022, filed 23 Jan 2023.