Axa
ITOT icon

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

Axa’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
2019
Q4 		– Sell
-235,630
Closed -$15.8M – 1253
2019
Q3 		$15.8M Buy
235,630
+9,860
+4% +$661K 0.06% 357
2019
Q2 		$15M Buy
225,770
+14,640
+7% +$959K 0.06% 365
2019
Q1 		$13.6M Buy
211,130
+9,700
+5% +$602K 0.05% 386
2018
Q4 		$11.4M Buy
201,430
+24,810
+14% +$1.52M 0.05% 396
2018
Q3 		$11.8M Buy
176,620
+22,070
+14% +$1.45M 0.04% 426
2018
Q2 		$9.66M Buy
154,550
+41,920
+37% +$2.6M 0.04% 465
2018
Q1 		$6.81M Sell
112,630
-2,830
-2% -$177K 0.03% 562
2017
Q4 		$7.06M Sell
115,460
-3,540
-3% -$211K 0.03% 572
2017
Q3 		$6.86M Buy
119,000
+220
+0.2% +$12.4K 0.03% 549
2017
Q2 		$6.58M Buy
118,780
+70
+0.1% +$3.84K 0.03% 534
2017
Q1 		$6.41M Buy
+118,710
New +$6.33M 0.03% 545

Other funds holding ITOT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
TAIM
TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return
MFRM
Milliman Financial Risk Management Chicago, Illinois $6.4B AUM 12.26% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
SW
SVB Wealth Boston, Massachusetts $1.59B AUM 24.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Axa's ITOT Position: Q4 2019 in Review

Axa sold out of iShares Core S&P Total US Stock Market ETF (ITOT) in Q4 2019, closing a stake of 235,630 shares — an estimated $15.8M sold.

Axa first reported a position in ITOT in Q1 2017 and held it in 11 quarters. The position peaked at $15.8M in Q3 2019. 691 funds tracked by Wall St. Rank hold ITOT as of Q4 2019.

  • Axa reported no remaining iShares Core S&P Total US Stock Market ETF position as of Q4 2019 after selling out during the quarter.
  • Axa sold 235,630 iShares Core S&P Total US Stock Market ETF shares in Q4 2019, an estimated $15.8M.
  • Axa first reported a position in iShares Core S&P Total US Stock Market ETF in Q1 2017 and held it in 11 quarters.
  • Axa's iShares Core S&P Total US Stock Market ETF position peaked at $15.8M in Q3 2019.
  • 691 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q4 2019.

Based on Axa's 13F filing for Q4 2019, filed 18 Feb 2020.