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Wealthfront’s iShares US Broker-Dealers & Securities Exchanges ETF IAI Stock Holding History

Wealthfront’s Portfolio IAI Stock Details IAI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q2 		– Sell
-93
Closed -$4K – 1331
2015
Q1 		$4K Buy
+93
New +$3.87K ﹤0.01% 841

Other funds holding IAI

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
MM
Main Management San Francisco, California $1.37B AUM 19.06% 1-Year Est. Return
CCMG
Clark Capital Management Group Philadelphia, Pennsylvania $16.2B AUM 29.8% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
CA
Cumberland Advisors Sarasota, Florida $255M AUM 23.24% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
BCM
Barometer Capital Management Toronto, Ontario, Canada $292M AUM 86.78% 1-Year Est. Return

Wealthfront's IAI Position: Q2 2015 in Review

Wealthfront sold out of iShares US Broker-Dealers & Securities Exchanges ETF (IAI) in Q2 2015, closing a stake of 93 shares — an estimated $4K sold.

Wealthfront first reported a position in IAI in Q1 2015 and held it in 1 quarter. The position peaked at $4K in Q1 2015. 51 funds tracked by Wall St. Rank hold IAI as of Q2 2015.

  • Wealthfront reported no remaining iShares US Broker-Dealers & Securities Exchanges ETF position as of Q2 2015 after selling out during the quarter.
  • Wealthfront sold 93 iShares US Broker-Dealers & Securities Exchanges ETF shares in Q2 2015, an estimated $4K.
  • Wealthfront first reported a position in iShares US Broker-Dealers & Securities Exchanges ETF in Q1 2015 and held it in 1 quarter.
  • Wealthfront's iShares US Broker-Dealers & Securities Exchanges ETF position peaked at $4K in Q1 2015.
  • 51 funds tracked by Wall St. Rank held iShares US Broker-Dealers & Securities Exchanges ETF as of Q2 2015.

Based on Wealthfront's 13F filing for Q2 2015, filed 18 Aug 2015.