West Branch Capital’s iShares US Consumer Staples ETF IYK Stock Holding History

West Branch Capital’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
2021 Q4	–	Sell	-270	Closed	-$16K	–	465
2021 Q3	$16K	Hold	270	–	–	0.01%	262
2021 Q2	$17K	Buy	+270	New	+$16.2K	0.01%	265

Other funds holding IYK

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

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

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

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

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

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

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

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

CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 1-Year Est. Return

UCFA

United Capital Financial Advisors Irving, Texas $18.2B AUM 22.02% 1-Year Est. Return

West Branch Capital's IYK Position: Q4 2021 in Review

West Branch Capital sold out of iShares US Consumer Staples ETF (IYK) in Q4 2021, closing a stake of 270 shares — an estimated $16K sold.

West Branch Capital first reported a position in IYK in Q2 2021 and held it in 2 quarters. The position peaked at $17K in Q2 2021. 165 funds tracked by Wall St. Rank hold IYK as of Q4 2021.

West Branch Capital reported no remaining iShares US Consumer Staples ETF position as of Q4 2021 after selling out during the quarter.
West Branch Capital sold 270 iShares US Consumer Staples ETF shares in Q4 2021, an estimated $16K.
West Branch Capital first reported a position in iShares US Consumer Staples ETF in Q2 2021 and held it in 2 quarters.
West Branch Capital's iShares US Consumer Staples ETF position peaked at $17K in Q2 2021.
165 funds tracked by Wall St. Rank held iShares US Consumer Staples ETF as of Q4 2021.

Based on West Branch Capital's 13F filing for Q4 2021, filed 24 Jan 2022.