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CFM Wealth Partners’s iShares US Home Construction ETF ITB Stock Holding History

CFM Wealth Partners’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
2020
Q3 		– Sell
-200
Closed -$8K – 310
2020
Q2 		$8K Buy
+200
New +$7.66K ﹤0.01% 413

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MIFH
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UBS Group
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BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
CI
Clal Insurance Tel-Aviv, Israel $16.6B AUM 68.34% 1-Year Est. Return
MTWSIF
Mivtachim The Workers Social Insurance Fund Tel Aviv, Israel $789M AUM 73.25% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
MMEA
Main Management ETF Advisors San Francisco, California $2.68B AUM 24.27% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

CFM Wealth Partners sold out of iShares US Home Construction ETF (ITB) in Q3 2020, closing a stake of 200 shares — an estimated $8K sold.

CFM Wealth Partners first reported a position in ITB in Q2 2020 and held it in 1 quarter. The position peaked at $8K in Q2 2020. 246 funds tracked by Wall St. Rank hold ITB as of Q3 2020.

  • CFM Wealth Partners reported no remaining iShares US Home Construction ETF position as of Q3 2020 after selling out during the quarter.
  • CFM Wealth Partners sold 200 iShares US Home Construction ETF shares in Q3 2020, an estimated $8K.
  • CFM Wealth Partners first reported a position in iShares US Home Construction ETF in Q2 2020 and held it in 1 quarter.
  • CFM Wealth Partners's iShares US Home Construction ETF position peaked at $8K in Q2 2020.
  • 246 funds tracked by Wall St. Rank held iShares US Home Construction ETF as of Q3 2020.

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