EWF
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Epstein & White Financial’s iShares Core S&P Total US Stock Market ETF ITOT Stock Holding History

Epstein & White Financial’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
2021
Q2 		$4.65M Sell
47,158
-2,769
-6% -$266K 1.23% 14
2021
Q1 		$4.58M Sell
49,927
-1,635
-3% -$147K 1.33% 13
2020
Q4 		$4.44M Sell
51,562
-1,735
-3% -$141K 1.36% 14
2020
Q3 		$4.03M Sell
53,297
-9,439
-15% -$704K 1.44% 11
2020
Q2 		$4.37M Buy
62,736
+2,585
+4% +$169K 1.66% 9
2020
Q1 		$3.44M Buy
60,151
+8,702
+17% +$597K 1.44% 10
2019
Q4 		$3.73M Buy
51,449
+6,032
+13% +$420K 1.63% 9
2019
Q3 		$3.04M Buy
45,417
+14,355
+46% +$962K 1.48% 9
2019
Q2 		$2.04M Buy
31,062
+9,523
+44% +$624K 1.09% 10
2019
Q1 		$1.38M Buy
21,539
+4,975
+30% +$309K 0.79% 12
2018
Q4 		$937K Buy
16,564
+2,225
+16% +$137K 0.59% 16
2018
Q3 		$953K Buy
14,339
+789
+6% +$51.7K 0.63% 17
2018
Q2 		$844K Buy
13,550
+72
+0.5% +$4.47K 0.63% 21
2018
Q1 		$818K Sell
13,478
-100
-0.7% -$6.25K 0.53% 30
2017
Q4 		$866K Buy
+13,578
New +$809K 0.5% 31

Other funds holding ITOT

Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
TAIM
TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
MFRM
Milliman Financial Risk Management Chicago, Illinois $6.4B AUM 12.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
SW
SVB Wealth Boston, Massachusetts $1.59B AUM 24.57% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Epstein & White Financial's ITOT Position: Q2 2021 in Review

Epstein & White Financial reduced its iShares Core S&P Total US Stock Market ETF (ITOT) stake by 5.5% in Q2 2021, selling an estimated $266K and leaving 47,158 shares worth $4.65M. The position accounts for 1.23% of the portfolio, ranked #14.

Epstein & White Financial first reported a position in ITOT in Q4 2017 and has held it in 15 quarters since. 861 funds tracked by Wall St. Rank hold ITOT as of Q2 2021.

  • Epstein & White Financial held 47,158 shares of iShares Core S&P Total US Stock Market ETF worth $4.65M as of Q2 2021.
  • Epstein & White Financial sold 2,769 iShares Core S&P Total US Stock Market ETF shares in Q2 2021, an estimated $266K.
  • iShares Core S&P Total US Stock Market ETF made up 1.23% of Epstein & White Financial's portfolio in Q2 2021, its #14 holding.
  • Epstein & White Financial first reported a position in iShares Core S&P Total US Stock Market ETF in Q4 2017 and has held it in 15 quarters since.
  • 861 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q2 2021.

Based on Epstein & White Financial's 13F filing for Q2 2021, filed 10 Aug 2021.