SignatureFD’s iShares Future Cloud 5G and Tech ETF IDAT Stock Holding History

SignatureFD’s Portfolio IDAT Stock Details IDAT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-400	Closed	-$9.39K	–	3191
2023 Q3	$9.39K	Hold	400	–	–	﹤0.01%	2241
2023 Q2	$9.75K	Hold	400	–	–	﹤0.01%	2247
2023 Q1	$9.48K	Hold	400	–	–	﹤0.01%	2235
2022 Q4	$8.38K	Hold	400	–	–	﹤0.01%	2235
2022 Q3	$8K	Hold	400	–	–	﹤0.01%	2184
2022 Q2	$8K	Hold	400	–	–	﹤0.01%	2227
2022 Q1	$11K	Hold	400	–	–	﹤0.01%	2113
2021 Q4	$12K	Hold	400	–	–	﹤0.01%	2027
2021 Q3	$10K	Hold	400	–	–	﹤0.01%	2065
2021 Q2	$10K	Buy	+400	New	+$10.1K	﹤0.01%	1984

Other funds holding IDAT

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Flow Traders U.S. New York $2.43B AUM 44.44% 1-Year Est. Return

BCV

Banque Cantonale Vaudoise Lausanne, Switzerland $722M AUM 30.45% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Benjamin F. Edwards & Company St. Louis, Missouri $5.69B AUM 15.37% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

BWM

Baystate Wealth Management Boston, Massachusetts $1.36B AUM 15.87% 1-Year Est. Return

Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return

VCM

Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return

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

SignatureFD's IDAT Position: Q4 2023 in Review

SignatureFD sold out of iShares Future Cloud 5G and Tech ETF (IDAT) in Q4 2023, closing a stake of 400 shares — an estimated $9.39K sold.

SignatureFD first reported a position in IDAT in Q2 2021 and held it in 10 quarters. The position peaked at $12K in Q4 2021. 10 funds tracked by Wall St. Rank hold IDAT as of Q4 2023.

SignatureFD reported no remaining iShares Future Cloud 5G and Tech ETF position as of Q4 2023 after selling out during the quarter.
SignatureFD sold 400 iShares Future Cloud 5G and Tech ETF shares in Q4 2023, an estimated $9.39K.
SignatureFD first reported a position in iShares Future Cloud 5G and Tech ETF in Q2 2021 and held it in 10 quarters.
SignatureFD's iShares Future Cloud 5G and Tech ETF position peaked at $12K in Q4 2021.
10 funds tracked by Wall St. Rank held iShares Future Cloud 5G and Tech ETF as of Q4 2023.

Based on SignatureFD's 13F filing for Q4 2023, filed 1 Feb 2024.