Itau Unibanco Holding S.A.’s iShares US Aerospace & Defense ETF ITA Stock Holding History

Itau Unibanco Holding S.A.’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
2023 Q2	–	Sell	-4,424	Closed	-$509K	–	562
2023 Q1	$509K	Sell	4,424 -791	-15%	-$90K	0.03%	125
2022 Q4	$582K	Buy	5,215 +924	+22%	+$98.4K	0.02%	144
2022 Q3	$391K	Sell	4,291 -2,097	-33%	-$212K	0.02%	165
2022 Q2	$633K	Buy	+6,388	New	+$657K	0.02%	151
2021 Q3	–	Sell	-17,400	Closed	-$1.91M	–	403
2021 Q2	$1.91M	Buy	+17,400	New	+$1.87M	0.09%	90

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

MMH

Menora Mivtachim Holdings Ramat Gan, Israel $21.1B AUM 40.03% 1-Year Est. Return

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

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

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

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

RBA

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

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Itau Unibanco Holding S.A.'s ITA Position: Q2 2023 in Review

Itau Unibanco Holding S.A. sold out of iShares US Aerospace & Defense ETF (ITA) in Q2 2023, closing a stake of 4,424 shares — an estimated $509K sold.

Itau Unibanco Holding S.A. first reported a position in ITA in Q2 2021 and held it in 5 quarters. The position peaked at $1.91M in Q2 2021. 556 funds tracked by Wall St. Rank hold ITA as of Q2 2023.

Itau Unibanco Holding S.A. reported no remaining iShares US Aerospace & Defense ETF position as of Q2 2023 after selling out during the quarter.
Itau Unibanco Holding S.A. sold 4,424 iShares US Aerospace & Defense ETF shares in Q2 2023, an estimated $509K.
Itau Unibanco Holding S.A. first reported a position in iShares US Aerospace & Defense ETF in Q2 2021 and held it in 5 quarters.
Itau Unibanco Holding S.A.'s iShares US Aerospace & Defense ETF position peaked at $1.91M in Q2 2021.
556 funds tracked by Wall St. Rank held iShares US Aerospace & Defense ETF as of Q2 2023.

Based on Itau Unibanco Holding S.A.'s 13F filing for Q2 2023, filed 14 Aug 2023.