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MMBG Investment Advisors’s iShares US Aerospace & Defense ETF ITA Stock Holding History

MMBG Investment Advisors’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
2022
Q1 		– Sell
-8,880
Closed -$913K – 163
2021
Q4 		$913K Buy
+8,880
New +$926K 0.09% 98

Other funds holding ITA

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
MIFH
Migdal Insurance & Financial Holdings Petach Tikva, Israel $11.5B AUM 52.5% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
MFS
Mirabella Financial Services London, United Kingdom $1.06B AUM 19.83% 1-Year Est. Return

MMBG Investment Advisors's ITA Position: Q1 2022 in Review

MMBG Investment Advisors sold out of iShares US Aerospace & Defense ETF (ITA) in Q1 2022, closing a stake of 8,880 shares — an estimated $913K sold.

MMBG Investment Advisors first reported a position in ITA in Q4 2021 and held it in 1 quarter. The position peaked at $913K in Q4 2021. 416 funds tracked by Wall St. Rank hold ITA as of Q1 2022.

  • MMBG Investment Advisors reported no remaining iShares US Aerospace & Defense ETF position as of Q1 2022 after selling out during the quarter.
  • MMBG Investment Advisors sold 8,880 iShares US Aerospace & Defense ETF shares in Q1 2022, an estimated $913K.
  • MMBG Investment Advisors first reported a position in iShares US Aerospace & Defense ETF in Q4 2021 and held it in 1 quarter.
  • MMBG Investment Advisors's iShares US Aerospace & Defense ETF position peaked at $913K in Q4 2021.
  • 416 funds tracked by Wall St. Rank held iShares US Aerospace & Defense ETF as of Q1 2022.

Based on MMBG Investment Advisors's 13F filing for Q1 2022, filed 6 May 2022.