MassMutual Private Wealth & Trust’s iShares Morningstar Mid-Cap ETF IMCB Stock Holding History

MassMutual Private Wealth & Trust’s Portfolio IMCB Stock Details IMCB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q4	–	Sell	-212	Closed	-$11K	–	1734
2022 Q3	$11K	Buy	+212	New	+$12.7K	﹤0.01%	728
2019 Q3	–	Sell	-684	Closed	-$33K	–	875
2019 Q2	$33K	Buy	+684	New	+$32.7K	﹤0.01%	455

Other funds holding IMCB

UBS Group Zurich, Switzerland $666B AUM 30.12% 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

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

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

AAS

Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return

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

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

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

MassMutual Private Wealth & Trust's IMCB Position: Q4 2022 in Review

MassMutual Private Wealth & Trust sold out of iShares Morningstar Mid-Cap ETF (IMCB) in Q4 2022, closing a stake of 212 shares — an estimated $11K sold.

MassMutual Private Wealth & Trust first reported a position in IMCB in Q2 2019 and held it in 2 quarters. The position peaked at $33K in Q2 2019. 151 funds tracked by Wall St. Rank hold IMCB as of Q4 2022.

MassMutual Private Wealth & Trust reported no remaining iShares Morningstar Mid-Cap ETF position as of Q4 2022 after selling out during the quarter.
MassMutual Private Wealth & Trust sold 212 iShares Morningstar Mid-Cap ETF shares in Q4 2022, an estimated $11K.
MassMutual Private Wealth & Trust first reported a position in iShares Morningstar Mid-Cap ETF in Q2 2019 and held it in 2 quarters.
MassMutual Private Wealth & Trust's iShares Morningstar Mid-Cap ETF position peaked at $33K in Q2 2019.
151 funds tracked by Wall St. Rank held iShares Morningstar Mid-Cap ETF as of Q4 2022.

Based on MassMutual Private Wealth & Trust's 13F filing for Q4 2022, filed 6 Jan 2023.