Tacita Capital’s iShares Core S&P Total US Stock Market ETF ITOT Stock Holding History

Tacita Capital’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
2023 Q4	–	Sell	-304	Closed	-$28.6K	–	221
2023 Q3	$28.6K	Hold	304	–	–	0.02%	162
2023 Q2	$30K	Hold	304	–	–	0.02%	157
2023 Q1	$28K	Hold	304	–	–	0.02%	154
2022 Q4	$26K	Hold	304	–	–	0.02%	161
2022 Q3	$24K	Sell	304 -1,980	-87%	-$175K	0.02%	158
2022 Q2	$191K	Hold	2,284	–	–	0.13%	84
2022 Q1	$231K	Hold	2,284	–	–	0.13%	81
2021 Q4	$244K	Hold	2,284	–	–	0.14%	80
2021 Q3	$225K	Hold	2,284	–	–	0.14%	82
2021 Q2	$226K	Hold	2,284	–	–	0.14%	81
2021 Q1	$209K	Hold	2,284	–	–	0.14%	90
2020 Q4	$197K	Buy	+2,284	New	+$185K	0.13%	87

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

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

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

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

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

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

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

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

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

Tacita Capital's ITOT Position: Q4 2023 in Review

Tacita Capital sold out of iShares Core S&P Total US Stock Market ETF (ITOT) in Q4 2023, closing a stake of 304 shares — an estimated $28.6K sold.

Tacita Capital first reported a position in ITOT in Q4 2020 and held it in 12 quarters. The position peaked at $244K in Q4 2021. 1,178 funds tracked by Wall St. Rank hold ITOT as of Q4 2023.

Tacita Capital reported no remaining iShares Core S&P Total US Stock Market ETF position as of Q4 2023 after selling out during the quarter.
Tacita Capital sold 304 iShares Core S&P Total US Stock Market ETF shares in Q4 2023, an estimated $28.6K.
Tacita Capital first reported a position in iShares Core S&P Total US Stock Market ETF in Q4 2020 and held it in 12 quarters.
Tacita Capital's iShares Core S&P Total US Stock Market ETF position peaked at $244K in Q4 2021.
1,178 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q4 2023.

Based on Tacita Capital's 13F filing for Q4 2023, filed 13 Feb 2024.