SOA Wealth Advisors’s iShares Evolved U.S. Financials ETF IEFN Stock Holding History

SOA Wealth Advisors’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	-226	Closed	-$6K	–	1035
2022 Q2	$6K	Buy	226 +1	+0.4%	+$30	﹤0.01%	579
2022 Q1	$7K	Buy	225 +2	+0.9%	+$67	﹤0.01%	648
2021 Q4	$7K	Buy	223 +2	+0.9%	+$67	﹤0.01%	631
2021 Q3	$7K	Hold	221	–	–	﹤0.01%	649
2021 Q2	$6K	Buy	221 +2	+0.9%	+$63	﹤0.01%	656
2021 Q1	$6K	Hold	219	–	–	﹤0.01%	608
2020 Q4	$5K	Buy	+219	New	+$5.05K	﹤0.01%	621

SOA Wealth Advisors's IEFN Position: Q3 2022 in Review

SOA Wealth Advisors sold out of iShares Evolved U.S. Financials ETF (IEFN) in Q3 2022, closing a stake of 226 shares — an estimated $6K sold.

SOA Wealth Advisors first reported a position in IEFN in Q4 2020 and held it in 7 quarters. The position peaked at $7K in Q1 2022. 0 funds tracked by Wall St. Rank hold IEFN as of Q3 2022.

SOA Wealth Advisors reported no remaining iShares Evolved U.S. Financials ETF position as of Q3 2022 after selling out during the quarter.
SOA Wealth Advisors sold 226 iShares Evolved U.S. Financials ETF shares in Q3 2022, an estimated $6K.
SOA Wealth Advisors first reported a position in iShares Evolved U.S. Financials ETF in Q4 2020 and held it in 7 quarters.
SOA Wealth Advisors's iShares Evolved U.S. Financials ETF position peaked at $7K in Q1 2022.
0 funds tracked by Wall St. Rank held iShares Evolved U.S. Financials ETF as of Q3 2022.

Based on SOA Wealth Advisors's 13F filing for Q3 2022, filed 7 Oct 2022.