Plante Moran Financial Advisors’s iShares US Digital Infrastructure and Real Estate ETF IDGT Stock Holding History

Plante Moran Financial Advisors’s Portfolio IDGT Stock Details IDGT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q1	–	Sell	-400	Closed	-$34K	–	889
2021 Q4	$34K	Hold	400	–	–	0.01%	436
2021 Q3	$28K	Hold	400	–	–	0.01%	486
2021 Q2	$29K	Hold	400	–	–	0.01%	483
2021 Q1	$27K	Hold	400	–	–	0.01%	484
2020 Q4	$24K	Hold	400	–	–	0.01%	492
2020 Q3	$19K	Hold	400	–	–	0.01%	509
2020 Q2	$20K	Hold	400	–	–	0.01%	428
2020 Q1	$17K	Buy	400 +201	+101%	+$10.2K	0.01%	413
2019 Q4	$11K	Hold	199	–	–	﹤0.01%	534
2019 Q3	$11K	Hold	199	–	–	﹤0.01%	575
2019 Q2	$11K	Hold	199	–	–	﹤0.01%	554
2019 Q1	$11K	Hold	199	–	–	﹤0.01%	538
2018 Q4	$9K	Hold	199	–	–	﹤0.01%	513
2018 Q3	$11K	Hold	199	–	–	﹤0.01%	486
2018 Q2	$10K	Hold	199	–	–	0.01%	544
2018 Q1	$10K	Hold	199	–	–	0.01%	604
2017 Q4	$10K	Hold	199	–	–	0.01%	593
2017 Q3	$9K	Buy	+199	New	+$9.12K	0.01%	553

Other funds holding IDGT

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

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

MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

KNW

Kesler Norman & Wride Ogden, Utah $631M AUM 27.63% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Plante Moran Financial Advisors's IDGT Position: Q1 2022 in Review

Plante Moran Financial Advisors sold out of iShares US Digital Infrastructure and Real Estate ETF (IDGT) in Q1 2022, closing a stake of 400 shares — an estimated $34K sold.

Plante Moran Financial Advisors first reported a position in IDGT in Q3 2017 and held it in 18 quarters. The position peaked at $34K in Q4 2021. 43 funds tracked by Wall St. Rank hold IDGT as of Q1 2022.

Plante Moran Financial Advisors reported no remaining iShares US Digital Infrastructure and Real Estate ETF position as of Q1 2022 after selling out during the quarter.
Plante Moran Financial Advisors sold 400 iShares US Digital Infrastructure and Real Estate ETF shares in Q1 2022, an estimated $34K.
Plante Moran Financial Advisors first reported a position in iShares US Digital Infrastructure and Real Estate ETF in Q3 2017 and held it in 18 quarters.
Plante Moran Financial Advisors's iShares US Digital Infrastructure and Real Estate ETF position peaked at $34K in Q4 2021.
43 funds tracked by Wall St. Rank held iShares US Digital Infrastructure and Real Estate ETF as of Q1 2022.

Based on Plante Moran Financial Advisors's 13F filing for Q1 2022, filed 6 May 2022.