Milestone Advisory Partners’s iShares US Digital Infrastructure and Real Estate ETF IDGT Stock Holding History

Milestone Advisory Partners’s Portfolio IDGT Stock Details IDGT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q4	–	Sell	-34,119	Closed	-$1.88M	–	46
2018 Q3	$1.88M	Buy	34,119 +1,807	+6%	+$97.6K	1.33%	21
2018 Q2	$1.69M	Sell	32,312 -9,199	-22%	-$480K	1.26%	22
2018 Q1	$2.14M	Buy	+41,511	New	+$2.12M	1.6%	20

Other funds holding IDGT

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

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

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

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

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

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

Milestone Advisory Partners's IDGT Position: Q4 2018 in Review

Milestone Advisory Partners sold out of iShares US Digital Infrastructure and Real Estate ETF (IDGT) in Q4 2018, closing a stake of 34,119 shares — an estimated $1.88M sold.

Milestone Advisory Partners first reported a position in IDGT in Q1 2018 and held it in 3 quarters. The position peaked at $2.14M in Q1 2018. 32 funds tracked by Wall St. Rank hold IDGT as of Q4 2018.

Milestone Advisory Partners reported no remaining iShares US Digital Infrastructure and Real Estate ETF position as of Q4 2018 after selling out during the quarter.
Milestone Advisory Partners sold 34,119 iShares US Digital Infrastructure and Real Estate ETF shares in Q4 2018, an estimated $1.88M.
Milestone Advisory Partners first reported a position in iShares US Digital Infrastructure and Real Estate ETF in Q1 2018 and held it in 3 quarters.
Milestone Advisory Partners's iShares US Digital Infrastructure and Real Estate ETF position peaked at $2.14M in Q1 2018.
32 funds tracked by Wall St. Rank held iShares US Digital Infrastructure and Real Estate ETF as of Q4 2018.

Based on Milestone Advisory Partners's 13F filing for Q4 2018, filed 4 Aug 2020.