MFW
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Meristem Family Wealth’s iShares Core S&P Total US Stock Market ETF ITOT Stock Holding History

Meristem Family Wealth’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
2022
Q1 		$212K Hold
2,102
– – 0.02% 318
2021
Q4 		$225K Hold
2,102
– – 0.02% 346
2021
Q3 		$207K Buy
2,102
+16
+0.8% +$1.62K 0.02% 396
2021
Q2 		$206K Buy
+2,086
New +$201K 0.03% 307

Other funds holding ITOT

Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $59.1B AUM 18.41% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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 $1.55T AUM 33.47% 1-Year Est. Return
SW
SVB Wealth Boston, Massachusetts $1.59B AUM 24.57% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return

Meristem Family Wealth's ITOT Position: Q1 2022 in Review

Meristem Family Wealth held its iShares Core S&P Total US Stock Market ETF (ITOT) position steady in Q1 2022 at 2,102 shares worth $212K. The position accounts for 0.02% of the portfolio, ranked #318.

Meristem Family Wealth first reported a position in ITOT in Q2 2021 and has held it in 4 quarters since. The position peaked at $225K in Q4 2021. 1,001 funds tracked by Wall St. Rank hold ITOT as of Q1 2022.

  • Meristem Family Wealth held 2,102 shares of iShares Core S&P Total US Stock Market ETF worth $212K as of Q1 2022.
  • Meristem Family Wealth left its iShares Core S&P Total US Stock Market ETF share count unchanged in Q1 2022.
  • iShares Core S&P Total US Stock Market ETF made up 0.02% of Meristem Family Wealth's portfolio in Q1 2022, its #318 holding.
  • Meristem Family Wealth first reported a position in iShares Core S&P Total US Stock Market ETF in Q2 2021 and has held it in 4 quarters since.
  • Meristem Family Wealth's iShares Core S&P Total US Stock Market ETF position peaked at $225K in Q4 2021.
  • 1,001 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q1 2022.

Based on Meristem Family Wealth's 13F filing for Q1 2022, filed 11 May 2022.