TrueWealth LLC’s iShares Expanded Tech Sector ETF IGM Stock Holding History

TrueWealth LLC’s Portfolio IGM Stock Details IGM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q2	$4K	Buy	+90	New	+$3.78K	﹤0.01%	577

Other funds holding IGM

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

Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return

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

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

DWM

Destination Wealth Management Walnut Creek, California $3.85B AUM 13% 1-Year Est. Return

SEIA

Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return

JWM

JGP Wealth Management Bend, Oregon $1.11B AUM 35.22% 1-Year Est. Return

SCA

Stuart Chaussee & Associates Palos Verdes Estates, California $458M AUM 15.9% 1-Year Est. Return

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

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

TrueWealth LLC's IGM Position: Q2 2020 in Review

TrueWealth LLC opened a new position in iShares Expanded Tech Sector ETF (IGM) in Q2 2020: 90 shares worth $4K. The stake represents ﹤0.01% of the portfolio and ranks #577 among its holdings.

196 funds tracked by Wall St. Rank hold IGM as of Q2 2020.

TrueWealth LLC held 90 shares of iShares Expanded Tech Sector ETF worth $4K as of Q2 2020.
iShares Expanded Tech Sector ETF was a new TrueWealth LLC position in Q2 2020.
iShares Expanded Tech Sector ETF made up ﹤0.01% of TrueWealth LLC's portfolio in Q2 2020, its #577 holding.
196 funds tracked by Wall St. Rank held iShares Expanded Tech Sector ETF as of Q2 2020.

Based on TrueWealth LLC's 13F filing for Q2 2020, filed 15 Jul 2020.