Snowden Capital Advisors’s iShares US Digital Infrastructure and Real Estate ETF IDGT Stock Holding History

Snowden Capital 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
2023 Q2	–	Sell	-3,018	Closed	-$216K	–	1194
2023 Q1	$216K	Hold	3,018	–	–	0.01%	1055
2022 Q4	$209K	Buy	+3,018	New	+$212K	0.01%	1055
2022 Q2	–	Sell	-3,213	Closed	-$237K	–	1149
2022 Q1	$237K	Buy	3,213 +1,007	+46%	+$74K	0.01%	913
2021 Q4	$186K	Buy	+2,206	New	+$168K	0.01%	684

Other funds holding IDGT

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

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

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

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

EWG Elevate Roseville, California $320M AUM 18.11% 1-Year Est. Return

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

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

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

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

KNW

Kesler Norman & Wride Ogden, Utah $581M AUM 17.6% 1-Year Est. Return

Snowden Capital Advisors's IDGT Position: Q2 2023 in Review

Snowden Capital Advisors sold out of iShares US Digital Infrastructure and Real Estate ETF (IDGT) in Q2 2023, closing a stake of 3,018 shares — an estimated $216K sold.

Snowden Capital Advisors first reported a position in IDGT in Q4 2021 and held it in 4 quarters. The position peaked at $237K in Q1 2022. 26 funds tracked by Wall St. Rank hold IDGT as of Q2 2023.

Snowden Capital Advisors reported no remaining iShares US Digital Infrastructure and Real Estate ETF position as of Q2 2023 after selling out during the quarter.
Snowden Capital Advisors sold 3,018 iShares US Digital Infrastructure and Real Estate ETF shares in Q2 2023, an estimated $216K.
Snowden Capital Advisors first reported a position in iShares US Digital Infrastructure and Real Estate ETF in Q4 2021 and held it in 4 quarters.
Snowden Capital Advisors's iShares US Digital Infrastructure and Real Estate ETF position peaked at $237K in Q1 2022.
26 funds tracked by Wall St. Rank held iShares US Digital Infrastructure and Real Estate ETF as of Q2 2023.

Based on Snowden Capital Advisors's 13F filing for Q2 2023, filed 14 Aug 2023.