New England Private Wealth Advisors’s iShares Core S&P Total US Stock Market ETF ITOT Stock Holding History

New England Private Wealth Advisors’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
2020 Q1	–	Sell	-3,741	Closed	-$272K	–	81
2019 Q4	$272K	Buy	3,741 +10	+0.3%	+$696	0.07%	66
2019 Q3	$251K	Buy	3,731 +7	+0.2%	+$469	0.06%	133
2019 Q2	$248K	Buy	3,724 +10	+0.3%	+$655	0.06%	134
2019 Q1	$240K	Buy	3,714 +7	+0.2%	+$434	0.06%	131
2018 Q4	$209K	Buy	3,707 +92	+3%	+$5.65K	0.06%	130
2018 Q3	$240K	Buy	3,615 +11	+0.3%	+$721	0.06%	127
2018 Q2	$225K	Buy	+3,604	New	+$224K	0.06%	132

Other funds holding ITOT

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

TAIM

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

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

MFRM

Milliman Financial Risk Management Chicago, Illinois $6.4B AUM 12.26% 1-Year Est. Return

SVB Wealth Boston, Massachusetts $1.52B AUM 21.38% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

New England Private Wealth Advisors's ITOT Position: Q1 2020 in Review

New England Private Wealth Advisors sold out of iShares Core S&P Total US Stock Market ETF (ITOT) in Q1 2020, closing a stake of 3,741 shares — an estimated $272K sold.

New England Private Wealth Advisors first reported a position in ITOT in Q2 2018 and held it in 7 quarters. The position peaked at $272K in Q4 2019. 673 funds tracked by Wall St. Rank hold ITOT as of Q1 2020.

New England Private Wealth Advisors reported no remaining iShares Core S&P Total US Stock Market ETF position as of Q1 2020 after selling out during the quarter.
New England Private Wealth Advisors sold 3,741 iShares Core S&P Total US Stock Market ETF shares in Q1 2020, an estimated $272K.
New England Private Wealth Advisors first reported a position in iShares Core S&P Total US Stock Market ETF in Q2 2018 and held it in 7 quarters.
New England Private Wealth Advisors's iShares Core S&P Total US Stock Market ETF position peaked at $272K in Q4 2019.
673 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q1 2020.

Based on New England Private Wealth Advisors's 13F filing for Q1 2020, filed 8 May 2020.