Beaumont Financial Advisors’s iShares US Home Construction ETF ITB Stock Holding History

Beaumont Financial Advisors’s Portfolio ITB Stock Details ITB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	–	Sell	-4,275	Closed	-$365K	–	336
2023 Q2	$365K	Sell	4,275 -162	-4%	-$12.3K	0.03%	237
2023 Q1	$312K	Buy	+4,437	New	+$300K	0.03%	242
2021 Q4	–	Sell	-3,487	Closed	-$231K	–	366
2021 Q3	$231K	Buy	+3,487	New	+$246K	0.02%	319
2017 Q4	–	Sell	-74,939	Closed	-$2.74M	–	195
2017 Q3	$2.74M	Buy	+74,939	New	+$2.58M	0.34%	67

Other funds holding ITB

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

VMPIC

Varma Mutual Pension Insurance Co Helsinki, Finland $18.9B AUM 32.24% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Qube Research & Technologies (QRT) London, United Kingdom $108B AUM 37.29% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return

Beaumont Financial Advisors's ITB Position: Q3 2023 in Review

Beaumont Financial Advisors sold out of iShares US Home Construction ETF (ITB) in Q3 2023, closing a stake of 4,275 shares — an estimated $365K sold.

Beaumont Financial Advisors first reported a position in ITB in Q3 2017 and held it in 4 quarters. The position peaked at $2.74M in Q3 2017. 292 funds tracked by Wall St. Rank hold ITB as of Q3 2023.

Beaumont Financial Advisors reported no remaining iShares US Home Construction ETF position as of Q3 2023 after selling out during the quarter.
Beaumont Financial Advisors sold 4,275 iShares US Home Construction ETF shares in Q3 2023, an estimated $365K.
Beaumont Financial Advisors first reported a position in iShares US Home Construction ETF in Q3 2017 and held it in 4 quarters.
Beaumont Financial Advisors's iShares US Home Construction ETF position peaked at $2.74M in Q3 2017.
292 funds tracked by Wall St. Rank held iShares US Home Construction ETF as of Q3 2023.

Based on Beaumont Financial Advisors's 13F filing for Q3 2023, filed 1 Nov 2023.