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MBE Wealth Management’s iShares US Aerospace & Defense ETF ITA Stock Holding History

MBE Wealth Management’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
2020
Q2 		– Sell
-116
Closed -$8K – 277
2020
Q1 		$8K Buy
+116
New +$11.9K 0.01% 315

Other funds holding ITA

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
HIIFS
Harel Insurance Investments & Financial Services Ramat Gan, Israel $14.7B AUM 47% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
MIFH
Migdal Insurance & Financial Holdings Petach Tikva, Israel $11.5B AUM 52.5% 1-Year Est. Return

MBE Wealth Management's ITA Position: Q2 2020 in Review

MBE Wealth Management sold out of iShares US Aerospace & Defense ETF (ITA) in Q2 2020, closing a stake of 116 shares — an estimated $8K sold.

MBE Wealth Management first reported a position in ITA in Q1 2020 and held it in 1 quarter. The position peaked at $8K in Q1 2020. 334 funds tracked by Wall St. Rank hold ITA as of Q2 2020.

  • MBE Wealth Management reported no remaining iShares US Aerospace & Defense ETF position as of Q2 2020 after selling out during the quarter.
  • MBE Wealth Management sold 116 iShares US Aerospace & Defense ETF shares in Q2 2020, an estimated $8K.
  • MBE Wealth Management first reported a position in iShares US Aerospace & Defense ETF in Q1 2020 and held it in 1 quarter.
  • MBE Wealth Management's iShares US Aerospace & Defense ETF position peaked at $8K in Q1 2020.
  • 334 funds tracked by Wall St. Rank held iShares US Aerospace & Defense ETF as of Q2 2020.

Based on MBE Wealth Management's 13F filing for Q2 2020, filed 14 Aug 2020.