Fiduciary Trust International’s iShares Core S&P Total US Stock Market ETF ITOT Stock Holding History

Fiduciary Trust International’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
2020 Q2	$213K	Buy	+3,070	New	+$201K	0.03%	125
2020 Q1	–	Sell	-3,294	Closed	-$239K	–	150
2019 Q4	$239K	Sell	3,294 -605	-16%	-$42.1K	0.04%	135
2019 Q3	$261K	Sell	3,899 -181	-4%	-$12.1K	0.05%	115
2019 Q2	$272K	Buy	+4,080	New	+$267K	0.06%	110
2019 Q1	–	Sell	-3,060	Closed	-$174K	–	337
2018 Q4	$174K	Buy	3,060 +50	+2%	+$3.07K	0.05%	106
2018 Q3	$201K	Buy	+3,010	New	+$197K	0.06%	99

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

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

MFRM

Milliman Financial Risk Management Chicago, Illinois $6.4B AUM 12.26% 1-Year Est. Return

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

SVB Wealth Boston, Massachusetts $1.52B AUM 21.38% 1-Year Est. Return

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

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

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

Fiduciary Trust International's ITOT Position: Q2 2020 in Review

Fiduciary Trust International opened a new position in iShares Core S&P Total US Stock Market ETF (ITOT) in Q2 2020: 3,070 shares worth $213K. The stake represents 0.03% of the portfolio and ranks #125 among its holdings. This is a return to the name: Fiduciary Trust International previously reported a position in ITOT as recently as Q4 2019.

Fiduciary Trust International first reported a position in ITOT in Q3 2018 and has held it in 6 quarters since. The position peaked at $272K in Q2 2019. 684 funds tracked by Wall St. Rank hold ITOT as of Q2 2020.

Fiduciary Trust International held 3,070 shares of iShares Core S&P Total US Stock Market ETF worth $213K as of Q2 2020.
iShares Core S&P Total US Stock Market ETF was a new Fiduciary Trust International position in Q2 2020.
iShares Core S&P Total US Stock Market ETF made up 0.03% of Fiduciary Trust International's portfolio in Q2 2020, its #125 holding.
Fiduciary Trust International first reported a position in iShares Core S&P Total US Stock Market ETF in Q3 2018 and has held it in 6 quarters since.
Fiduciary Trust International's iShares Core S&P Total US Stock Market ETF position peaked at $272K in Q2 2019.
684 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q2 2020.

Based on Fiduciary Trust International's 13F filing for Q2 2020, filed 11 Aug 2020.