MFC
ITA icon

Morris Financial Concepts’s iShares US Aerospace & Defense ETF ITA Stock Holding History

Morris Financial Concepts’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
2024
Q2 		– Sell
-8
Closed -$1.05K – 165
2024
Q1 		$1.05K Buy
+8
New +$1K ﹤0.01% 160

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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
RBA
Richard Bernstein Advisors New York $3.45B AUM 16.24% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Morris Financial Concepts's ITA Position: Q2 2024 in Review

Morris Financial Concepts sold out of iShares US Aerospace & Defense ETF (ITA) in Q2 2024, closing a stake of 8 shares — an estimated $1.05K sold.

Morris Financial Concepts first reported a position in ITA in Q1 2024 and held it in 1 quarter. The position peaked at $1.05K in Q1 2024. 618 funds tracked by Wall St. Rank hold ITA as of Q2 2024.

  • Morris Financial Concepts reported no remaining iShares US Aerospace & Defense ETF position as of Q2 2024 after selling out during the quarter.
  • Morris Financial Concepts sold 8 iShares US Aerospace & Defense ETF shares in Q2 2024, an estimated $1.05K.
  • Morris Financial Concepts first reported a position in iShares US Aerospace & Defense ETF in Q1 2024 and held it in 1 quarter.
  • Morris Financial Concepts's iShares US Aerospace & Defense ETF position peaked at $1.05K in Q1 2024.
  • 618 funds tracked by Wall St. Rank held iShares US Aerospace & Defense ETF as of Q2 2024.

Based on Morris Financial Concepts's 13F filing for Q2 2024, filed 29 Jul 2024.