KKM Financial’s iShares US Digital Infrastructure and Real Estate ETF IDGT Stock Holding History

KKM Financial’s Portfolio IDGT Stock Details IDGT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q1	–	Sell	-4,503	Closed	-$291K	–	145
2023 Q4	$291K	Buy	+4,503	New	+$268K	0.18%	99

Other funds holding IDGT

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

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

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

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

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

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

TRCT

Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return

HCMG

Howard Capital Management Group Los Angeles, California $1.64B AUM 24.96% 1-Year Est. Return

KKM Financial's IDGT Position: Q1 2024 in Review

KKM Financial sold out of iShares US Digital Infrastructure and Real Estate ETF (IDGT) in Q1 2024, closing a stake of 4,503 shares — an estimated $291K sold.

KKM Financial first reported a position in IDGT in Q4 2023 and held it in 1 quarter. The position peaked at $291K in Q4 2023. 23 funds tracked by Wall St. Rank hold IDGT as of Q1 2024.

KKM Financial reported no remaining iShares US Digital Infrastructure and Real Estate ETF position as of Q1 2024 after selling out during the quarter.
KKM Financial sold 4,503 iShares US Digital Infrastructure and Real Estate ETF shares in Q1 2024, an estimated $291K.
KKM Financial first reported a position in iShares US Digital Infrastructure and Real Estate ETF in Q4 2023 and held it in 1 quarter.
KKM Financial's iShares US Digital Infrastructure and Real Estate ETF position peaked at $291K in Q4 2023.
23 funds tracked by Wall St. Rank held iShares US Digital Infrastructure and Real Estate ETF as of Q1 2024.

Based on KKM Financial's 13F filing for Q1 2024, filed 14 May 2024.