MWM
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MBE Wealth Management’s iShares Core S&P Total US Stock Market ETF ITOT Stock Holding History

MBE Wealth Management’s Portfolio ITOT Stock Details ITOT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q2 		– Sell
-445
Closed -$25K – 278
2020
Q1 		$25K Buy
+445
New +$30.5K 0.02% 193

Other funds holding ITOT

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
TAIM
TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
MFRM
Milliman Financial Risk Management Chicago, Illinois $6.4B AUM 12.26% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
SW
SVB Wealth Boston, Massachusetts $1.59B AUM 24.57% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

MBE Wealth Management sold out of iShares Core S&P Total US Stock Market ETF (ITOT) in Q2 2020, closing a stake of 445 shares — an estimated $25K sold.

MBE Wealth Management first reported a position in ITOT in Q1 2020 and held it in 1 quarter. The position peaked at $25K in Q1 2020. 684 funds tracked by Wall St. Rank hold ITOT as of Q2 2020.

  • MBE Wealth Management reported no remaining iShares Core S&P Total US Stock Market ETF position as of Q2 2020 after selling out during the quarter.
  • MBE Wealth Management sold 445 iShares Core S&P Total US Stock Market ETF shares in Q2 2020, an estimated $25K.
  • MBE Wealth Management first reported a position in iShares Core S&P Total US Stock Market ETF in Q1 2020 and held it in 1 quarter.
  • MBE Wealth Management's iShares Core S&P Total US Stock Market ETF position peaked at $25K in Q1 2020.
  • 684 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q2 2020.

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