McAdam LLC’s iShares US Aerospace & Defense ETF ITA Stock Holding History

McAdam LLC’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
2018 Q4	–	Sell	-8	Closed	-$1K	–	326
2018 Q3	$1K	Hold	8	–	–	﹤0.01%	587
2018 Q2	$1K	Buy	+8	New	+$792	﹤0.01%	559

Other funds holding ITA

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

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

MIFH

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

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

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

RJA

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

PVH

Psagot Value Holdings Tel Aviv, Israel $11M AUM 32.09% 1-Year Est. Return

McAdam LLC's ITA Position: Q4 2018 in Review

McAdam LLC sold out of iShares US Aerospace & Defense ETF (ITA) in Q4 2018, closing a stake of 8 shares — an estimated $1K sold.

McAdam LLC first reported a position in ITA in Q2 2018 and held it in 2 quarters. The position peaked at $1K in Q3 2018. 369 funds tracked by Wall St. Rank hold ITA as of Q4 2018.

McAdam LLC reported no remaining iShares US Aerospace & Defense ETF position as of Q4 2018 after selling out during the quarter.
McAdam LLC sold 8 iShares US Aerospace & Defense ETF shares in Q4 2018, an estimated $1K.
McAdam LLC first reported a position in iShares US Aerospace & Defense ETF in Q2 2018 and held it in 2 quarters.
McAdam LLC's iShares US Aerospace & Defense ETF position peaked at $1K in Q3 2018.
369 funds tracked by Wall St. Rank held iShares US Aerospace & Defense ETF as of Q4 2018.

Based on McAdam LLC's 13F filing for Q4 2018, filed 30 Jan 2019.