Baystate Wealth Management’s iShares Future Cloud 5G and Tech ETF IDAT Stock Holding History

Baystate Wealth Management’s Portfolio IDAT Stock Details IDAT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	$2.87K	Buy	104 +1	+1%	+$25	﹤0.01%	1002
2023 Q3	$2.43K	Hold	103	–	–	﹤0.01%	777
2023 Q2	$2.52K	Hold	103	–	–	﹤0.01%	811
2023 Q1	$2.45K	Hold	103	–	–	﹤0.01%	803
2022 Q4	$2K	Buy	103 +1	+1%	+$21	﹤0.01%	793
2022 Q3	$2K	Hold	102	–	–	﹤0.01%	747
2022 Q2	$2K	Hold	102	–	–	﹤0.01%	759
2022 Q1	$3K	Hold	102	–	–	﹤0.01%	709
2021 Q4	$3K	Buy	+102	New	+$2.89K	﹤0.01%	711

Other funds holding IDAT

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

FTUS

Flow Traders U.S. New York $2.43B AUM 44.44% 1-Year Est. Return

BCV

Banque Cantonale Vaudoise Lausanne, Switzerland $722M AUM 30.45% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

BFEC

Benjamin F. Edwards & Company St. Louis, Missouri $5.69B AUM 15.37% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

SWM

Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return

VCM

Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return

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

Baystate Wealth Management's IDAT Position: Q4 2023 in Review

Baystate Wealth Management increased its iShares Future Cloud 5G and Tech ETF (IDAT) stake by 0.97% in Q4 2023, buying an estimated $25 and bringing the position to 104 shares worth $2.87K. The position accounts for ﹤0.01% of the portfolio, ranked #1002.

Baystate Wealth Management first reported a position in IDAT in Q4 2021 and has held it in 9 quarters since. The position peaked at $3K in Q1 2022. 10 funds tracked by Wall St. Rank hold IDAT as of Q4 2023.

Baystate Wealth Management held 104 shares of iShares Future Cloud 5G and Tech ETF worth $2.87K as of Q4 2023.
Baystate Wealth Management bought 1 iShares Future Cloud 5G and Tech ETF share in Q4 2023, an estimated $25.
iShares Future Cloud 5G and Tech ETF made up ﹤0.01% of Baystate Wealth Management's portfolio in Q4 2023, its #1002 holding.
Baystate Wealth Management first reported a position in iShares Future Cloud 5G and Tech ETF in Q4 2021 and has held it in 9 quarters since.
Baystate Wealth Management's iShares Future Cloud 5G and Tech ETF position peaked at $3K in Q1 2022.
10 funds tracked by Wall St. Rank held iShares Future Cloud 5G and Tech ETF as of Q4 2023.

Based on Baystate Wealth Management's 13F filing for Q4 2023, filed 29 Jan 2024.