Summit Place Financial Advisors’s iShares Evolved U.S. Financials ETF IEFN Stock Holding History

Summit Place Financial 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
2020 Q1	–	Sell	-14,125	Closed	-$374K	–	53
2019 Q4	$374K	Buy	+14,125	New	+$358K	0.59%	41

Other funds holding IEFN

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

TRCT

Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return

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

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Summit Place Financial Advisors's IEFN Position: Q1 2020 in Review

Summit Place Financial Advisors sold out of iShares Evolved U.S. Financials ETF (IEFN) in Q1 2020, closing a stake of 14,125 shares — an estimated $374K sold.

Summit Place Financial Advisors first reported a position in IEFN in Q4 2019 and held it in 1 quarter. The position peaked at $374K in Q4 2019. 5 funds tracked by Wall St. Rank hold IEFN as of Q1 2020.

Summit Place Financial Advisors reported no remaining iShares Evolved U.S. Financials ETF position as of Q1 2020 after selling out during the quarter.
Summit Place Financial Advisors sold 14,125 iShares Evolved U.S. Financials ETF shares in Q1 2020, an estimated $374K.
Summit Place Financial Advisors first reported a position in iShares Evolved U.S. Financials ETF in Q4 2019 and held it in 1 quarter.
Summit Place Financial Advisors's iShares Evolved U.S. Financials ETF position peaked at $374K in Q4 2019.
5 funds tracked by Wall St. Rank held iShares Evolved U.S. Financials ETF as of Q1 2020.

Based on Summit Place Financial Advisors's 13F filing for Q1 2020, filed 22 Apr 2020.