UBS Group’s iShares Evolved U.S. Financials ETF IEFN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-12
| Closed | – | – | 10455 |
|
|
2022
Q2 | $0 | Sell |
12
-53
| -82% | – | ﹤0.01% | 10349 |
|
|
2022
Q1 | $2K | Sell |
65
-213
| -77% | -$6.55K | ﹤0.01% | 8746 |
|
|
2021
Q4 | $9K | Buy |
+278
| New | +$9K | ﹤0.01% | 7866 |
|
|
2021
Q3 | – | Sell |
-780
| Closed | -$24K | – | 9207 |
|
|
2021
Q2 | $24K | Sell |
780
-986
| -56% | -$30.3K | ﹤0.01% | 6084 |
|
|
2021
Q1 | $52K | Sell |
1,766
-2,007
| -53% | -$59.1K | ﹤0.01% | 5507 |
|
|
2020
Q4 | $96K | Sell |
3,773
-712
| -16% | -$18.1K | ﹤0.01% | 4735 |
|
|
2020
Q3 | $91K | Buy |
4,485
+83
| +2% | +$1.68K | ﹤0.01% | 4416 |
|
|
2020
Q2 | $89K | Buy |
4,402
+2,358
| +115% | +$47.7K | ﹤0.01% | 4573 |
|
|
2020
Q1 | $36K | Buy |
2,044
+1,946
| +1,986% | +$34.3K | ﹤0.01% | 5202 |
|
|
2019
Q4 | $3K | Buy |
+98
| New | +$3K | ﹤0.01% | 6706 |
|