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

EPG 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
Q2 		– Sell
-14
Closed – – 453
2020
Q1 		$0 Hold
14
– – ﹤0.01% 822
2019
Q4 		$1K Buy
+14
New +$625 ﹤0.01% 634

Other funds holding ITB

MIFH
Migdal Insurance & Financial Holdings Petach Tikva, Israel $11.5B AUM 52.5% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CI
Clal Insurance Tel-Aviv, Israel $16.6B AUM 68.34% 1-Year Est. Return
NSLI
Nan Shan Life Insurance Taipei City, Taiwan $2.76B AUM 6.75% 1-Year Est. Return
PVH
Psagot Value Holdings Tel Aviv, Israel $11M AUM 32.09% 1-Year Est. Return
MMEA
Main Management ETF Advisors San Francisco, California $2.68B AUM 24.27% 1-Year Est. Return
MTWSIF
Mivtachim The Workers Social Insurance Fund Tel Aviv, Israel $789M AUM 73.25% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
AWG
Alpha Wave Global New York $791M AUM 113.77% 1-Year Est. Return

EPG Wealth Management's ITB Position: Q2 2020 in Review

EPG Wealth Management sold out of iShares US Home Construction ETF (ITB) in Q2 2020, closing a stake of 14 shares.

EPG Wealth Management first reported a position in ITB in Q4 2019 and held it in 2 quarters. The position peaked at $1K in Q4 2019. 213 funds tracked by Wall St. Rank hold ITB as of Q2 2020.

  • EPG Wealth Management reported no remaining iShares US Home Construction ETF position as of Q2 2020 after selling out during the quarter.
  • EPG Wealth Management sold 14 iShares US Home Construction ETF shares in Q2 2020.
  • EPG Wealth Management first reported a position in iShares US Home Construction ETF in Q4 2019 and held it in 2 quarters.
  • EPG Wealth Management's iShares US Home Construction ETF position peaked at $1K in Q4 2019.
  • 213 funds tracked by Wall St. Rank held iShares US Home Construction ETF as of Q2 2020.

Based on EPG Wealth Management's 13F filing for Q2 2020, filed 6 Aug 2020.