Vontobel Holding’s iShares US Financials ETF IYF Stock Holding History

Vontobel Holding’s Portfolio IYF Stock Details IYF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q1	–	Sell	-15,000	Closed	-$1.28M	–	1129
2023 Q4	$1.28M	Hold	15,000	–	–	0.01%	531
2023 Q3	$1.12M	Hold	15,000	–	–	0.01%	558
2023 Q2	$1.12M	Hold	15,000	–	–	0.01%	574
2023 Q1	$1.07M	Hold	15,000	–	–	0.01%	570
2022 Q4	$1.13M	Hold	15,000	–	–	0.01%	543
2022 Q3	$1.01M	Hold	15,000	–	–	0.01%	544
2022 Q2	$1.05M	Hold	15,000	–	–	0.01%	535
2022 Q1	$1.27M	Buy	+15,000	New	+$1.29M	0.01%	550
2021 Q1	–	Sell	-2,740	Closed	-$183K	–	1049
2020 Q4	$183K	Buy	+2,740	New	+$169K	﹤0.01%	908

Other funds holding IYF

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

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

Phoenix Financial Givatayim, Israel $14.6B AUM 57.48% 1-Year Est. Return

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

HSBC Holdings London, United Kingdom $239B AUM 42.32% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

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

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

Vontobel Holding's IYF Position: Q1 2024 in Review

Vontobel Holding sold out of iShares US Financials ETF (IYF) in Q1 2024, closing a stake of 15,000 shares — an estimated $1.28M sold.

Vontobel Holding first reported a position in IYF in Q4 2020 and held it in 9 quarters. The position peaked at $1.28M in Q4 2023. 358 funds tracked by Wall St. Rank hold IYF as of Q1 2024.

Vontobel Holding reported no remaining iShares US Financials ETF position as of Q1 2024 after selling out during the quarter.
Vontobel Holding sold 15,000 iShares US Financials ETF shares in Q1 2024, an estimated $1.28M.
Vontobel Holding first reported a position in iShares US Financials ETF in Q4 2020 and held it in 9 quarters.
Vontobel Holding's iShares US Financials ETF position peaked at $1.28M in Q4 2023.
358 funds tracked by Wall St. Rank held iShares US Financials ETF as of Q1 2024.

Based on Vontobel Holding's 13F filing for Q1 2024, filed 10 May 2024.