Tevis Investment Management’s iShares US Consumer Staples ETF IYK Stock Holding History

Tevis Investment Management’s Portfolio IYK Stock Details IYK Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q4	–	Sell	-258	Closed	-$15K	–	141
2022 Q3	$15K	Hold	258	–	–	0.01%	321
2022 Q2	$17K	Sell	258 -1,986	-89%	-$133K	0.02%	302
2022 Q1	$151K	Buy	2,244 +2,115	+1,640%	+$141K	0.14%	110
2021 Q4	$9K	Buy	+129	New	+$8.08K	0.01%	456

Other funds holding IYK

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

PCH

PGIM Custom Harvest Newark, New Jersey $7.98B AUM 28.14% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

MCM

Mainstay Capital Management Grand Blanc, Michigan $1.35B AUM 46.51% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Tevis Investment Management's IYK Position: Q4 2022 in Review

Tevis Investment Management sold out of iShares US Consumer Staples ETF (IYK) in Q4 2022, closing a stake of 258 shares — an estimated $15K sold.

Tevis Investment Management first reported a position in IYK in Q4 2021 and held it in 4 quarters. The position peaked at $151K in Q1 2022. 261 funds tracked by Wall St. Rank hold IYK as of Q4 2022.

Tevis Investment Management reported no remaining iShares US Consumer Staples ETF position as of Q4 2022 after selling out during the quarter.
Tevis Investment Management sold 258 iShares US Consumer Staples ETF shares in Q4 2022, an estimated $15K.
Tevis Investment Management first reported a position in iShares US Consumer Staples ETF in Q4 2021 and held it in 4 quarters.
Tevis Investment Management's iShares US Consumer Staples ETF position peaked at $151K in Q1 2022.
261 funds tracked by Wall St. Rank held iShares US Consumer Staples ETF as of Q4 2022.

Based on Tevis Investment Management's 13F filing for Q4 2022, filed 31 Jan 2023.