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World Equity Group’s iShares GSCI Commodity Dynamic Roll Strategy ETF COMT Stock Holding History

World Equity 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
2024
Q4 		– Sell
-26,437
Closed -$685K – 365
2024
Q3 		$685K Buy
26,437
+962
+4% +$25.2K 0.25% 95
2024
Q2 		$696K Buy
25,475
+408
+2% +$11.1K 0.21% 128
2024
Q1 		$677K Sell
25,067
-793
-3% -$20.4K 0.14% 154
2023
Q4 		$656K Buy
25,860
+4,299
+20% +$118K 0.13% 159
2023
Q3 		$627K Buy
21,561
+147
+0.7% +$4.15K 0.13% 172
2023
Q2 		$556K Sell
21,414
-22,445
-51% -$591K 0.16% 164
2023
Q1 		$2.36M Buy
43,859
+14,893
+51% +$406K 0.35% 69
2022
Q4 		$817K Buy
28,966
+12,444
+75% +$444K 0.19% 126
2022
Q3 		$590K Buy
16,522
+8,208
+99% +$315K 0.15% 143
2022
Q2 		$340K Sell
8,314
-13,739
-62% -$583K 0.09% 238
2022
Q1 		$883K Buy
+22,053
New +$799K 0.19% 138

Other funds holding COMT

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
CCA
Carrera Capital Advisors Troy, Michigan $649M AUM 19.82% 1-Year Est. Return
EWA
Evolution Wealth Advisors Aventura, Florida $981M AUM 21.2% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
PFM
Peak Financial Management Wellesley, Massachusetts $394M AUM 17.76% 1-Year Est. Return
AFG
Atomi Financial Group New York $3.26B AUM 32.85% 1-Year Est. Return

World Equity Group's COMT Position: Q4 2024 in Review

World Equity Group sold out of iShares GSCI Commodity Dynamic Roll Strategy ETF (COMT) in Q4 2024, closing a stake of 26,437 shares — an estimated $685K sold.

World Equity Group first reported a position in COMT in Q1 2022 and held it in 11 quarters. The position peaked at $2.36M in Q1 2023. 148 funds tracked by Wall St. Rank hold COMT as of Q4 2024.

  • World Equity Group reported no remaining iShares GSCI Commodity Dynamic Roll Strategy ETF position as of Q4 2024 after selling out during the quarter.
  • World Equity Group sold 26,437 iShares GSCI Commodity Dynamic Roll Strategy ETF shares in Q4 2024, an estimated $685K.
  • World Equity Group first reported a position in iShares GSCI Commodity Dynamic Roll Strategy ETF in Q1 2022 and held it in 11 quarters.
  • World Equity Group's iShares GSCI Commodity Dynamic Roll Strategy ETF position peaked at $2.36M in Q1 2023.
  • 148 funds tracked by Wall St. Rank held iShares GSCI Commodity Dynamic Roll Strategy ETF as of Q4 2024.

Based on World Equity Group's 13F filing for Q4 2024, filed 4 Feb 2025.