Emerson Wealth’s iShares Core S&P Total US Stock Market ETF ITOT Stock Holding History

Emerson Wealth’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
2022 Q2	$1.19M	Hold	14,202	–	–	0.78%	11
2022 Q1	$1.43M	Sell	14,202 -251	-2%	-$25K	0.79%	11
2021 Q4	$1.55M	Sell	14,453 -417	-3%	-$43.6K	0.81%	10
2021 Q3	$1.46M	Hold	14,870	–	–	0.82%	11
2021 Q2	$1.47M	Sell	14,870 -102	-0.7%	-$9.81K	0.81%	11
2021 Q1	$1.37M	Sell	14,972 -904	-6%	-$81.1K	0.82%	11
2020 Q4	$1.37M	Hold	15,876	–	–	0.81%	10
2020 Q3	$1.2M	Sell	15,876 -510	-3%	-$38.1K	0.81%	10
2020 Q2	$1.14M	Sell	16,386 -39	-0.2%	-$2.55K	0.8%	11
2020 Q1	$940K	Sell	16,425 -3,269	-17%	-$224K	0.83%	13
2019 Q4	$1.43M	Sell	19,694 -3,279	-14%	-$228K	0.96%	10
2019 Q3	$1.54M	Sell	22,973 -629	-3%	-$42.1K	1.14%	10
2019 Q2	$1.57M	Buy	23,602 +47	+0.2%	+$3.08K	1.16%	10
2019 Q1	$1.52M	Buy	23,555 +1,242	+6%	+$77K	1.16%	12
2018 Q4	$1.27M	Buy	+22,313	New	+$1.37M	1.22%	10

Other funds holding ITOT

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

TAIM

TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

CCMG

Clark Capital Management Group Philadelphia, Pennsylvania $16.2B AUM 29.8% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Emerson Wealth's ITOT Position: Q2 2022 in Review

Emerson Wealth held its iShares Core S&P Total US Stock Market ETF (ITOT) position steady in Q2 2022 at 14,202 shares worth $1.19M. The position accounts for 0.78% of the portfolio, ranked #11.

Emerson Wealth first reported a position in ITOT in Q4 2018 and has held it in 15 quarters since. The position peaked at $1.57M in Q2 2019. 992 funds tracked by Wall St. Rank hold ITOT as of Q2 2022.

Emerson Wealth held 14,202 shares of iShares Core S&P Total US Stock Market ETF worth $1.19M as of Q2 2022.
Emerson Wealth left its iShares Core S&P Total US Stock Market ETF share count unchanged in Q2 2022.
iShares Core S&P Total US Stock Market ETF made up 0.78% of Emerson Wealth's portfolio in Q2 2022, its #11 holding.
Emerson Wealth first reported a position in iShares Core S&P Total US Stock Market ETF in Q4 2018 and has held it in 15 quarters since.
Emerson Wealth's iShares Core S&P Total US Stock Market ETF position peaked at $1.57M in Q2 2019.
992 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q2 2022.

Based on Emerson Wealth's 13F filing for Q2 2022, filed 3 Aug 2022.