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CFM Wealth Partners’s iShares US Aerospace & Defense ETF ITA Stock Holding History

CFM Wealth Partners’s Portfolio ITA Stock Details ITA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q3 		– Sell
-400
Closed -$32K – 309
2020
Q2 		$32K Hold
400
– – 0.01% 318
2020
Q1 		$29K Hold
400
– – 0.01% 325
2019
Q4 		$47K Buy
+400
New +$44.9K 0.02% 286

Other funds holding ITA

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

CFM Wealth Partners's ITA Position: Q3 2020 in Review

CFM Wealth Partners sold out of iShares US Aerospace & Defense ETF (ITA) in Q3 2020, closing a stake of 400 shares — an estimated $32K sold.

CFM Wealth Partners first reported a position in ITA in Q4 2019 and held it in 3 quarters. The position peaked at $47K in Q4 2019. 315 funds tracked by Wall St. Rank hold ITA as of Q3 2020.

  • CFM Wealth Partners reported no remaining iShares US Aerospace & Defense ETF position as of Q3 2020 after selling out during the quarter.
  • CFM Wealth Partners sold 400 iShares US Aerospace & Defense ETF shares in Q3 2020, an estimated $32K.
  • CFM Wealth Partners first reported a position in iShares US Aerospace & Defense ETF in Q4 2019 and held it in 3 quarters.
  • CFM Wealth Partners's iShares US Aerospace & Defense ETF position peaked at $47K in Q4 2019.
  • 315 funds tracked by Wall St. Rank held iShares US Aerospace & Defense ETF as of Q3 2020.

Based on CFM Wealth Partners's 13F filing for Q3 2020, filed 10 Nov 2020.