MUFG Americas’s iShares Core S&P Total US Stock Market ETF ITOT Stock Holding History

MUFG Americas’s Portfolio ITOT Stock Details ITOT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q4	–	Sell	-305	Closed	-$24K	–	426
2022 Q3	$24K	Sell	305 -673	-69%	-$59.5K	﹤0.01%	587
2022 Q2	$82K	Buy	+978	New	+$89.1K	﹤0.01%	455
2017 Q1	–	Sell	-64	Closed	-$3K	–	1160
2016 Q4	$3K	Hold	64	–	–	﹤0.01%	978
2016 Q3	$3K	Hold	64	–	–	﹤0.01%	1036
2016 Q2	$3K	Buy	+64	New	+$3.02K	﹤0.01%	1069

Other funds holding ITOT

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

TAIM

TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

SVB Wealth Boston, Massachusetts $1.59B AUM 24.57% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

SWM

SigFig Wealth Management San Francisco, California $3.77B AUM 15.99% 1-Year Est. Return

MUFG Americas's ITOT Position: Q4 2022 in Review

MUFG Americas sold out of iShares Core S&P Total US Stock Market ETF (ITOT) in Q4 2022, closing a stake of 305 shares — an estimated $24K sold.

MUFG Americas first reported a position in ITOT in Q2 2016 and held it in 5 quarters. The position peaked at $82K in Q2 2022. 1,066 funds tracked by Wall St. Rank hold ITOT as of Q4 2022.

MUFG Americas reported no remaining iShares Core S&P Total US Stock Market ETF position as of Q4 2022 after selling out during the quarter.
MUFG Americas sold 305 iShares Core S&P Total US Stock Market ETF shares in Q4 2022, an estimated $24K.
MUFG Americas first reported a position in iShares Core S&P Total US Stock Market ETF in Q2 2016 and held it in 5 quarters.
MUFG Americas's iShares Core S&P Total US Stock Market ETF position peaked at $82K in Q2 2022.
1,066 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q4 2022.

Based on MUFG Americas's 13F filing for Q4 2022.