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Southern Capital Advisors’s iShares US Consumer Focused ETF IEDI Stock Holding History

Southern Capital Advisors’s Portfolio IEDI Stock Details IEDI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q1 		– Sell
-16,876
Closed -$816K – 88
2021
Q4 		$816K Buy
+16,876
New +$793K 0.5% 33

Other funds holding IEDI

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HAS
HBW Advisory Services Simi Valley, California $1.11B AUM 25.66% 1-Year Est. Return
IF
Ironwood Financial Tucson, Arizona $639M AUM 19.03% 1-Year Est. Return
CIC
Carnegie Investment Counsel Pepper Pike, Ohio $4.99B AUM 23.08% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
MCC
Money Concepts Capital Palm Beach Gardens, Florida $2.16B AUM 28.67% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Southern Capital Advisors's IEDI Position: Q1 2022 in Review

Southern Capital Advisors sold out of iShares US Consumer Focused ETF (IEDI) in Q1 2022, closing a stake of 16,876 shares — an estimated $816K sold.

Southern Capital Advisors first reported a position in IEDI in Q4 2021 and held it in 1 quarter. The position peaked at $816K in Q4 2021. 12 funds tracked by Wall St. Rank hold IEDI as of Q1 2022.

  • Southern Capital Advisors reported no remaining iShares US Consumer Focused ETF position as of Q1 2022 after selling out during the quarter.
  • Southern Capital Advisors sold 16,876 iShares US Consumer Focused ETF shares in Q1 2022, an estimated $816K.
  • Southern Capital Advisors first reported a position in iShares US Consumer Focused ETF in Q4 2021 and held it in 1 quarter.
  • Southern Capital Advisors's iShares US Consumer Focused ETF position peaked at $816K in Q4 2021.
  • 12 funds tracked by Wall St. Rank held iShares US Consumer Focused ETF as of Q1 2022.

Based on Southern Capital Advisors's 13F filing for Q1 2022, filed 4 May 2022.