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Financial Life Advisors’s iShares GSCI Commodity Dynamic Roll Strategy ETF COMT Stock Holding History

Financial Life Advisors’s Portfolio COMT Stock Details COMT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-49,488
Closed -$1.4M – 71
2022
Q4 		$1.4M Buy
+49,488
New +$1.76M 0.64% 36

Other funds holding COMT

Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
EWA
Evolution Wealth Advisors Aventura, Florida $981M AUM 21.2% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Financial Life Advisors's COMT Position: Q1 2023 in Review

Financial Life Advisors sold out of iShares GSCI Commodity Dynamic Roll Strategy ETF (COMT) in Q1 2023, closing a stake of 49,488 shares — an estimated $1.4M sold.

Financial Life Advisors first reported a position in COMT in Q4 2022 and held it in 1 quarter. The position peaked at $1.4M in Q4 2022. 215 funds tracked by Wall St. Rank hold COMT as of Q1 2023.

  • Financial Life Advisors reported no remaining iShares GSCI Commodity Dynamic Roll Strategy ETF position as of Q1 2023 after selling out during the quarter.
  • Financial Life Advisors sold 49,488 iShares GSCI Commodity Dynamic Roll Strategy ETF shares in Q1 2023, an estimated $1.4M.
  • Financial Life Advisors first reported a position in iShares GSCI Commodity Dynamic Roll Strategy ETF in Q4 2022 and held it in 1 quarter.
  • Financial Life Advisors's iShares GSCI Commodity Dynamic Roll Strategy ETF position peaked at $1.4M in Q4 2022.
  • 215 funds tracked by Wall St. Rank held iShares GSCI Commodity Dynamic Roll Strategy ETF as of Q1 2023.

Based on Financial Life Advisors's 13F filing for Q1 2023, filed 26 Apr 2023.