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MMBG Investment Advisors’s iShares US Tech Independence Focused ETF IETC Stock Holding History

MMBG Investment Advisors’s Portfolio IETC Stock Details IETC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$405K Hold
3,774
– – 0.03% 146
2026
Q1 		$334K Hold
3,774
– – 0.03% 152
2025
Q4 		$384K Buy
+3,774
New +$388K 0.03% 149

Other funds holding IETC

GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
KA
Kozak & Associates Highlands Ranch, Colorado $576M AUM 23.37% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
HC
Hoese & Co Glencoe, Minnesota $154M AUM 14.45% 1-Year Est. Return
MFS
Mattson Financial Services Kentwood, Michigan $478M AUM 21.36% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
OPWM
Oakwell Private Wealth Management Austin, Texas $603M AUM 24.07% 1-Year Est. Return
PS
Principal Securities Des Moines, Iowa $8.31B AUM 21.94% 1-Year Est. Return
SPI
Sutton Place Investors Katonah, New York $207M AUM 27.9% 1-Year Est. Return

MMBG Investment Advisors's IETC Position: Q2 2026 in Review

MMBG Investment Advisors held its iShares US Tech Independence Focused ETF (IETC) position steady in Q2 2026 at 3,774 shares worth $405K. The position accounts for 0.03% of the portfolio, ranked #146.

MMBG Investment Advisors first reported a position in IETC in Q4 2025 and has held it in 3 quarters since. 70 funds tracked by Wall St. Rank hold IETC as of Q2 2026.

  • MMBG Investment Advisors held 3,774 shares of iShares US Tech Independence Focused ETF worth $405K as of Q2 2026.
  • MMBG Investment Advisors left its iShares US Tech Independence Focused ETF share count unchanged in Q2 2026.
  • iShares US Tech Independence Focused ETF made up 0.03% of MMBG Investment Advisors's portfolio in Q2 2026, its #146 holding.
  • MMBG Investment Advisors first reported a position in iShares US Tech Independence Focused ETF in Q4 2025 and has held it in 3 quarters since.
  • 70 funds tracked by Wall St. Rank held iShares US Tech Independence Focused ETF as of Q2 2026.

Based on MMBG Investment Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.