TrueWealth LLC’s iShares US Consumer Discretionary ETF IYC Stock Holding History

TrueWealth LLC’s Portfolio IYC Stock Details IYC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q2	$32K	Buy	+592	New	+$30.6K	0.01%	326

Other funds holding IYC

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

SFI

SPC Financial Inc Rockville, Maryland $1.28B AUM 12.6% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Quantitative Advantage Minnetonka, Minnesota $689M AUM 6.25% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

TrueWealth LLC's IYC Position: Q2 2020 in Review

TrueWealth LLC opened a new position in iShares US Consumer Discretionary ETF (IYC) in Q2 2020: 592 shares worth $32K. The stake represents 0.01% of the portfolio and ranks #326 among its holdings.

167 funds tracked by Wall St. Rank hold IYC as of Q2 2020.

TrueWealth LLC held 592 shares of iShares US Consumer Discretionary ETF worth $32K as of Q2 2020.
iShares US Consumer Discretionary ETF was a new TrueWealth LLC position in Q2 2020.
iShares US Consumer Discretionary ETF made up 0.01% of TrueWealth LLC's portfolio in Q2 2020, its #326 holding.
167 funds tracked by Wall St. Rank held iShares US Consumer Discretionary ETF as of Q2 2020.

Based on TrueWealth LLC's 13F filing for Q2 2020, filed 15 Jul 2020.