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IEFN
iShares Evolved U.S. Financials ETF
IEFN
IEFN
Delisted
IEFN was delisted on the 22nd of August, 2022.
New
Increased
Maintained
Reduced
Closed
Mega AUM
Over $200B
Large AUM
$10B to $200B
Mid AUM
$2B to $10B
Small AUM
$250M to $2B
Micro AUM
Under $250M
Less than 10%
Less than 20%
Less than 40%
Less than 60%
Less than 80%
| # | Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|---|
| 1 |
1
BlackRock
New York
| $1.43M | – | – | – |
|
| 2 |
HIC
2
Holderness Investments Company
Greensboro,
North Carolina
| $451K | +$449K | +14,175 | New |
|
| 3 |
3
Royal Bank of Canada
Toronto,
Ontario, Canada
| $48K | – | – | – |
|
| 4 |
TRCT
4
Tower Research Capital (TRC)
New York
| $34K | -$120K | -3,803 | -78% |
|
| 5 |
5
Osaic Holdings
Scottsdale,
Arizona
| $33K | -$32.7K | -1,033 | -50% |
|
| 6 |
IF
6
Ironwood Financial
Tucson,
Arizona
| $24K | – | – | – |
|
| 7 |
FP
7
Financial Perspectives
Minneapolis,
Minnesota
| $7.39K | +$32 | +1 | +0.4% |
|
| 8 |
SWA
8
SOA Wealth Advisors
New York
| $7K | – | – | – |
|
| 9 |
AF
9
Allworth Financial
Folsom,
California
| $6K | +$32 | +1 | +0.5% |
|
| 10 |
HIA
10
Harbor Investment Advisory
Lutherville,
Maryland
| $5K | -$317 | -10 | -6% |
|
| 11 |
11
UBS Group
Zurich,
Switzerland
| – | -$24K | -780 | Closed |
|
| 12 |
12
Wells Fargo
San Francisco,
California
| – | +$32 | +1 | +100% |
|