6 Meridian’s iShares Core S&P Total US Stock Market ETF ITOT Stock Holding History

6 Meridian’s Portfolio ITOT Stock Details ITOT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q4	$22.7M	Sell	212,041 -9,570	-4%	-$1M	1.66%	8
2021 Q3	$21.8M	Sell	221,611 -3,440	-2%	-$348K	1.72%	7
2021 Q2	$22.2M	Sell	225,051 -7,116	-3%	-$684K	1.76%	6
2021 Q1	$21.3M	Sell	232,167 -7,047	-3%	-$632K	1.82%	7
2020 Q4	$20.6M	Buy	+239,214	New	+$19.4M	1.96%	7

Other funds holding ITOT

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

TAIM

TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

MFRM

Milliman Financial Risk Management Chicago, Illinois $6.4B AUM 12.26% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

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

SVB Wealth Boston, Massachusetts $1.59B AUM 24.57% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

6 Meridian's ITOT Position: Q4 2021 in Review

6 Meridian reduced its iShares Core S&P Total US Stock Market ETF (ITOT) stake by 4.3% in Q4 2021, selling an estimated $1M and leaving 212,041 shares worth $22.7M. The position accounts for 1.66% of the portfolio, ranked #8.

6 Meridian first reported a position in ITOT in Q4 2020 and has held it in 5 quarters since. 995 funds tracked by Wall St. Rank hold ITOT as of Q4 2021.

6 Meridian held 212,041 shares of iShares Core S&P Total US Stock Market ETF worth $22.7M as of Q4 2021.
6 Meridian sold 9,570 iShares Core S&P Total US Stock Market ETF shares in Q4 2021, an estimated $1M.
iShares Core S&P Total US Stock Market ETF made up 1.66% of 6 Meridian's portfolio in Q4 2021, its #8 holding.
6 Meridian first reported a position in iShares Core S&P Total US Stock Market ETF in Q4 2020 and has held it in 5 quarters since.
995 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q4 2021.

Based on 6 Meridian's 13F filing for Q4 2021, filed 1 Feb 2022.