West Wealth Group’s iShares GSCI Commodity Dynamic Roll Strategy ETF COMT Stock Holding History

West Wealth Group’s Portfolio COMT Stock Details COMT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q1	–	Sell	-52,421	Closed	-$1.48M	–	73
2022 Q4	$1.48M	Buy	52,421 +4,741	+10%	+$169K	0.73%	20
2022 Q3	$1.7M	Sell	47,680 -217	-0.5%	-$8.33K	0.86%	17
2022 Q2	$1.96M	Sell	47,897 -36,321	-43%	-$1.54M	0.91%	19
2022 Q1	$3.37M	Buy	84,218 +719	+0.9%	+$26.1K	1.34%	16
2021 Q4	$2.58M	Buy	+83,499	New	+$2.96M	0.97%	20

Other funds holding COMT

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

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

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

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

EWA

Evolution Wealth Advisors Aventura, Florida $981M AUM 21.2% 1-Year Est. Return

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

West Wealth Group's COMT Position: Q1 2023 in Review

West Wealth Group sold out of iShares GSCI Commodity Dynamic Roll Strategy ETF (COMT) in Q1 2023, closing a stake of 52,421 shares — an estimated $1.48M sold.

West Wealth Group first reported a position in COMT in Q4 2021 and held it in 5 quarters. The position peaked at $3.37M in Q1 2022. 215 funds tracked by Wall St. Rank hold COMT as of Q1 2023.

West Wealth Group reported no remaining iShares GSCI Commodity Dynamic Roll Strategy ETF position as of Q1 2023 after selling out during the quarter.
West Wealth Group sold 52,421 iShares GSCI Commodity Dynamic Roll Strategy ETF shares in Q1 2023, an estimated $1.48M.
West Wealth Group first reported a position in iShares GSCI Commodity Dynamic Roll Strategy ETF in Q4 2021 and held it in 5 quarters.
West Wealth Group's iShares GSCI Commodity Dynamic Roll Strategy ETF position peaked at $3.37M in Q1 2022.
215 funds tracked by Wall St. Rank held iShares GSCI Commodity Dynamic Roll Strategy ETF as of Q1 2023.

Based on West Wealth Group's 13F filing for Q1 2023, filed 6 Apr 2023.