TWMH
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Tiedemann Wealth Management Holdings’s iShares Core S&P Total US Stock Market ETF ITOT Stock Holding History

Tiedemann Wealth Management Holdings’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
2017
Q2 		– Sell
-8,750
Closed -$473K – 7
2017
Q1 		$473K Buy
+8,750
New +$467K 1.91% 11

Other funds holding ITOT

TAIM
TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
MFRM
Milliman Financial Risk Management Chicago, Illinois $6.4B AUM 12.26% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return
AC
Alleghany Corporation New York $2.21B AUM 10.5% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
AC
Allstate Corporation Northbrook, Illinois $9.35B AUM 16.13% 1-Year Est. Return

Tiedemann Wealth Management Holdings's ITOT Position: Q2 2017 in Review

Tiedemann Wealth Management Holdings sold out of iShares Core S&P Total US Stock Market ETF (ITOT) in Q2 2017, closing a stake of 8,750 shares — an estimated $473K sold.

Tiedemann Wealth Management Holdings first reported a position in ITOT in Q1 2017 and held it in 1 quarter. The position peaked at $473K in Q1 2017. 290 funds tracked by Wall St. Rank hold ITOT as of Q2 2017.

  • Tiedemann Wealth Management Holdings reported no remaining iShares Core S&P Total US Stock Market ETF position as of Q2 2017 after selling out during the quarter.
  • Tiedemann Wealth Management Holdings sold 8,750 iShares Core S&P Total US Stock Market ETF shares in Q2 2017, an estimated $473K.
  • Tiedemann Wealth Management Holdings first reported a position in iShares Core S&P Total US Stock Market ETF in Q1 2017 and held it in 1 quarter.
  • Tiedemann Wealth Management Holdings's iShares Core S&P Total US Stock Market ETF position peaked at $473K in Q1 2017.
  • 290 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q2 2017.

Based on Tiedemann Wealth Management Holdings's 13F filing for Q2 2017, filed 11 Aug 2017.