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Financial Counselors Inc’s iShares US Aerospace & Defense ETF ITA Stock Holding History

Financial Counselors Inc’s Portfolio ITA Stock Details ITA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-2,978
Closed -$456K – 266
2025
Q1 		$456K Buy
+2,978
New +$455K 0.01% 428
2018
Q4 		– Sell
-4,380
Closed -$474K – 492
2018
Q3 		$474K Buy
+4,380
New +$451K 0.02% 340

Other funds holding ITA

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Financial Counselors Inc's ITA Position: Q2 2025 in Review

Financial Counselors Inc sold out of iShares US Aerospace & Defense ETF (ITA) in Q2 2025, closing a stake of 2,978 shares — an estimated $456K sold.

Financial Counselors Inc first reported a position in ITA in Q3 2018 and held it in 2 quarters. The position peaked at $474K in Q3 2018. 751 funds tracked by Wall St. Rank hold ITA as of Q2 2025.

  • Financial Counselors Inc reported no remaining iShares US Aerospace & Defense ETF position as of Q2 2025 after selling out during the quarter.
  • Financial Counselors Inc sold 2,978 iShares US Aerospace & Defense ETF shares in Q2 2025, an estimated $456K.
  • Financial Counselors Inc first reported a position in iShares US Aerospace & Defense ETF in Q3 2018 and held it in 2 quarters.
  • Financial Counselors Inc's iShares US Aerospace & Defense ETF position peaked at $474K in Q3 2018.
  • 751 funds tracked by Wall St. Rank held iShares US Aerospace & Defense ETF as of Q2 2025.

Based on Financial Counselors Inc's 13F filing for Q2 2025, filed 1 Aug 2025.