MGIA
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Moneta Group Investment Advisors’s iShares Expanded Tech Sector ETF IGM Stock Holding History

Moneta Group Investment Advisors’s Portfolio IGM Stock Details IGM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q2 		– Sell
-750
Closed -$22K – 501
2018
Q1 		$22K Buy
+750
New +$22.8K ﹤0.01% 392

Other funds holding IGM

Axa
Axa Paris, France $256M AUM 25.01% 1-Year Est. Return
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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
DWM
Destination Wealth Management Walnut Creek, California $3.85B AUM 13% 1-Year Est. Return
SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Moneta Group Investment Advisors's IGM Position: Q2 2018 in Review

Moneta Group Investment Advisors sold out of iShares Expanded Tech Sector ETF (IGM) in Q2 2018, closing a stake of 750 shares — an estimated $22K sold.

Moneta Group Investment Advisors first reported a position in IGM in Q1 2018 and held it in 1 quarter. The position peaked at $22K in Q1 2018. 131 funds tracked by Wall St. Rank hold IGM as of Q2 2018.

  • Moneta Group Investment Advisors reported no remaining iShares Expanded Tech Sector ETF position as of Q2 2018 after selling out during the quarter.
  • Moneta Group Investment Advisors sold 750 iShares Expanded Tech Sector ETF shares in Q2 2018, an estimated $22K.
  • Moneta Group Investment Advisors first reported a position in iShares Expanded Tech Sector ETF in Q1 2018 and held it in 1 quarter.
  • Moneta Group Investment Advisors's iShares Expanded Tech Sector ETF position peaked at $22K in Q1 2018.
  • 131 funds tracked by Wall St. Rank held iShares Expanded Tech Sector ETF as of Q2 2018.

Based on Moneta Group Investment Advisors's 13F filing for Q2 2018, filed 14 Aug 2018.