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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
| $1.24M | – | – | – |
|
| 2 |
TRCT
2
Tower Research Capital (TRC)
New York
| $459K | +$498K | +16,632 | New |
|
| 3 |
HIC
3
Holderness Investments Company
Greensboro,
North Carolina
| $436K | -$3.62K | -121 | -0.8% |
|
| 4 |
4
Envestnet Asset Management
Chicago,
Illinois
| $324K | -$388K | -12,972 | -53% |
|
| 5 |
SF
5
Synovus Financial
Columbus,
Georgia
| $312K | -$358K | -11,974 | -51% |
|
| 6 |
SAS
6
Sanford Advisory Services
Portage,
Michigan
| $295K | -$40.3K | -1,346 | -11% |
|
| 7 |
7
Osaic Holdings
Scottsdale,
Arizona
| $20K | -$9.88K | -330 | -31% |
|
| 8 |
HIA
8
Harbor Investment Advisory
Lutherville,
Maryland
| $19K | +$299 | +10 | +2% |
|
| 9 |
FP
9
Financial Perspectives
Minneapolis,
Minnesota
| $6.49K | +$30 | +1 | +0.4% |
|
| 10 |
SWA
10
SOA Wealth Advisors
New York
| $6K | +$30 | +1 | +0.4% |
|
| 11 |
11
Royal Bank of Canada
Toronto,
Ontario, Canada
| – | -$49K | -1,500 | Closed |
|
| 12 |
12
UBS Group
Zurich,
Switzerland
| – | -$1.59K | -53 | -82% |
|