MBM Wealth Consultants’s iShares US Aerospace & Defense ETF ITA Stock Holding History

MBM Wealth Consultants’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 Q4	–	Sell	-664	Closed	-$53K	–	243
2020 Q3	$53K	Hold	664	–	–	0.03%	124
2020 Q2	$55K	Hold	664	–	–	0.04%	115
2020 Q1	$48K	Hold	664	–	–	0.04%	110
2019 Q4	$74K	Hold	664	–	–	0.05%	105
2019 Q3	$75K	Hold	664	–	–	0.06%	103
2019 Q2	$72K	Hold	664	–	–	0.06%	107
2019 Q1	$66K	Hold	664	–	–	0.06%	112
2018 Q4	$57K	Buy	+664	New	+$64K	0.06%	126

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

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

MIFH

Migdal Insurance & Financial Holdings Petach Tikva, Israel $11.5B AUM 52.5% 1-Year Est. Return

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

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

MIH

Meitav Investment House Bene-Beraq, Israel $9.12B AUM 42.07% 1-Year Est. Return

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

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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

MBM Wealth Consultants's ITA Position: Q4 2020 in Review

MBM Wealth Consultants sold out of iShares US Aerospace & Defense ETF (ITA) in Q4 2020, closing a stake of 664 shares — an estimated $53K sold.

MBM Wealth Consultants first reported a position in ITA in Q4 2018 and held it in 8 quarters. The position peaked at $75K in Q3 2019. 350 funds tracked by Wall St. Rank hold ITA as of Q4 2020.

MBM Wealth Consultants reported no remaining iShares US Aerospace & Defense ETF position as of Q4 2020 after selling out during the quarter.
MBM Wealth Consultants sold 664 iShares US Aerospace & Defense ETF shares in Q4 2020, an estimated $53K.
MBM Wealth Consultants first reported a position in iShares US Aerospace & Defense ETF in Q4 2018 and held it in 8 quarters.
MBM Wealth Consultants's iShares US Aerospace & Defense ETF position peaked at $75K in Q3 2019.
350 funds tracked by Wall St. Rank held iShares US Aerospace & Defense ETF as of Q4 2020.

Based on MBM Wealth Consultants's 13F filing for Q4 2020, filed 9 Feb 2021.