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

FourThought Financial’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
2022 Q3	$36K	Hold	400	–	–	0.01%	708
2022 Q2	$40K	Hold	400	–	–	0.01%	671
2022 Q1	$44K	Hold	400	–	–	0.01%	699
2021 Q4	$41K	Hold	400	–	–	0.01%	722
2021 Q3	$41K	Hold	400	–	–	0.01%	745
2021 Q2	$43K	Hold	400	–	–	0.01%	751
2021 Q1	$41K	Hold	400	–	–	0.01%	738
2020 Q4	$37K	Buy	+400	New	+$35.2K	0.01%	735

Other funds holding ITA

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

MIFH

Migdal Insurance & Financial Holdings Petach Tikva, Israel $11.5B AUM 52.5% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

RBA

Richard Bernstein Advisors New York $3.45B AUM 16.24% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

FourThought Financial's ITA Position: Q3 2022 in Review

FourThought Financial held its iShares US Aerospace & Defense ETF (ITA) position steady in Q3 2022 at 400 shares worth $36K. The position accounts for 0.01% of the portfolio, ranked #708.

FourThought Financial first reported a position in ITA in Q4 2020 and has held it in 8 quarters since. The position peaked at $44K in Q1 2022. 422 funds tracked by Wall St. Rank hold ITA as of Q3 2022.

FourThought Financial held 400 shares of iShares US Aerospace & Defense ETF worth $36K as of Q3 2022.
FourThought Financial left its iShares US Aerospace & Defense ETF share count unchanged in Q3 2022.
iShares US Aerospace & Defense ETF made up 0.01% of FourThought Financial's portfolio in Q3 2022, its #708 holding.
FourThought Financial first reported a position in iShares US Aerospace & Defense ETF in Q4 2020 and has held it in 8 quarters since.
FourThought Financial's iShares US Aerospace & Defense ETF position peaked at $44K in Q1 2022.
422 funds tracked by Wall St. Rank held iShares US Aerospace & Defense ETF as of Q3 2022.

Based on FourThought Financial's 13F filing for Q3 2022, filed 21 Nov 2022.