EWM
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Edge Wealth Management’s iShares US Home Construction ETF ITB Stock Holding History

Edge Wealth Management’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
Q4 		– Sell
-182
Closed -$10K – 412
2020
Q3 		$10K Buy
+182
New +$9.52K ﹤0.01% 319

Other funds holding ITB

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
MIFH
Migdal Insurance & Financial Holdings Petach Tikva, Israel $11.5B AUM 52.5% 1-Year Est. Return
PF
Phoenix Financial Givatayim, Israel $10.5B AUM 49.21% 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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return
Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return

Edge Wealth Management's ITB Position: Q4 2020 in Review

Edge Wealth Management sold out of iShares US Home Construction ETF (ITB) in Q4 2020, closing a stake of 182 shares — an estimated $10K sold.

Edge Wealth Management first reported a position in ITB in Q3 2020 and held it in 1 quarter. The position peaked at $10K in Q3 2020. 256 funds tracked by Wall St. Rank hold ITB as of Q4 2020.

  • Edge Wealth Management reported no remaining iShares US Home Construction ETF position as of Q4 2020 after selling out during the quarter.
  • Edge Wealth Management sold 182 iShares US Home Construction ETF shares in Q4 2020, an estimated $10K.
  • Edge Wealth Management first reported a position in iShares US Home Construction ETF in Q3 2020 and held it in 1 quarter.
  • Edge Wealth Management's iShares US Home Construction ETF position peaked at $10K in Q3 2020.
  • 256 funds tracked by Wall St. Rank held iShares US Home Construction ETF as of Q4 2020.

Based on Edge Wealth Management's 13F filing for Q4 2020, filed 19 Jan 2021.