WestEnd Advisors’s iShares US Financial Services ETF IYG Stock Holding History

WestEnd Advisors’s Portfolio IYG Stock Details IYG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q1	–	Sell	-1,201,251	Closed	-$75.8M	–	12
2021 Q4	$77.3M	Buy	+1,201,251	New	+$78.3M	2.1%	12
2021 Q3	–	Hold	0	–	–	–	12
2021 Q2	–	Hold	0	–	–	–	14
2020 Q1	–	Sell	-54	Closed	-$2.73K	–	64
2019 Q4	$2.73K	Hold	54	–	–	﹤0.01%	51
2019 Q3	$2.46K	Sell	54 -69	-56%	-$3.11K	﹤0.01%	55
2019 Q2	$5.49K	Sell	123 -330,399	-100%	-$14.5M	﹤0.01%	47
2019 Q1	$13.8M	Sell	330,522 -177,867	-35%	-$7.37M	1.29%	32
2018 Q4	$19M	Buy	508,389 +72,558	+17%	+$2.99M	2.04%	27
2018 Q3	$19.4M	Buy	435,831 +15,255	+4%	+$690K	1.85%	26
2018 Q2	$18.2M	Buy	420,576 +48,576	+13%	+$2.15M	1.89%	26
2018 Q1	$16.2M	Buy	372,000 +40,008	+12%	+$1.82M	1.53%	25
2017 Q4	$14.4M	Buy	331,992 +53,598	+19%	+$2.23M	1.33%	26
2017 Q3	$11.1M	Buy	278,394 +124,998	+81%	+$4.79M	0.98%	25
2017 Q2	$5.8M	Buy	153,396 +43,014	+39%	+$1.56M	0.5%	27
2017 Q1	$4.01M	Buy	+110,382	New	+$4.05M	0.34%	28

Other funds holding IYG

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

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

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

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

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

WestEnd Advisors's IYG Position: Q1 2022 in Review

WestEnd Advisors sold out of iShares US Financial Services ETF (IYG) in Q1 2022, closing a stake of 1,201,251 shares — an estimated $75.8M sold.

WestEnd Advisors first reported a position in IYG in Q1 2017 and held it in 13 quarters. The position peaked at $77.3M in Q4 2021. 263 funds tracked by Wall St. Rank hold IYG as of Q1 2022.

WestEnd Advisors reported no remaining iShares US Financial Services ETF position as of Q1 2022 after selling out during the quarter.
WestEnd Advisors sold 1,201,251 iShares US Financial Services ETF shares in Q1 2022, an estimated $75.8M.
WestEnd Advisors first reported a position in iShares US Financial Services ETF in Q1 2017 and held it in 13 quarters.
WestEnd Advisors's iShares US Financial Services ETF position peaked at $77.3M in Q4 2021.
263 funds tracked by Wall St. Rank held iShares US Financial Services ETF as of Q1 2022.

Based on WestEnd Advisors's 13F filing for Q1 2022, filed 26 Apr 2022.