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Beaumont Financial Advisors’s iShares Core S&P Total US Stock Market ETF ITOT Stock Holding History

Beaumont Financial Advisors’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
2020
Q1 		– Sell
-10,188
Closed -$741K – 262
2019
Q4 		$741K Sell
10,188
-1,258
-11% -$87.5K 0.07% 149
2019
Q3 		$768K Buy
+11,446
New +$767K 0.08% 142

Other funds holding ITOT

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
TAIM
TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
MFRM
Milliman Financial Risk Management Chicago, Illinois $6.4B AUM 12.26% 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 $1.37T AUM 24.88% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Beaumont Financial Advisors's ITOT Position: Q1 2020 in Review

Beaumont Financial Advisors sold out of iShares Core S&P Total US Stock Market ETF (ITOT) in Q1 2020, closing a stake of 10,188 shares — an estimated $741K sold.

Beaumont Financial Advisors first reported a position in ITOT in Q3 2019 and held it in 2 quarters. The position peaked at $768K in Q3 2019. 673 funds tracked by Wall St. Rank hold ITOT as of Q1 2020.

  • Beaumont Financial Advisors reported no remaining iShares Core S&P Total US Stock Market ETF position as of Q1 2020 after selling out during the quarter.
  • Beaumont Financial Advisors sold 10,188 iShares Core S&P Total US Stock Market ETF shares in Q1 2020, an estimated $741K.
  • Beaumont Financial Advisors first reported a position in iShares Core S&P Total US Stock Market ETF in Q3 2019 and held it in 2 quarters.
  • Beaumont Financial Advisors's iShares Core S&P Total US Stock Market ETF position peaked at $768K in Q3 2019.
  • 673 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q1 2020.

Based on Beaumont Financial Advisors's 13F filing for Q1 2020, filed 8 May 2020.