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icono de ILCG

iShares Morningstar Growth ETF
ILCG

Nombre Posición Valor operado Cambio en
acciones 		Cambio en la
participación
Axa
1
Axa
France
USD 74 M -USD 12.8 M -532,500 -15%
Baystate Wealth Management
2
Baystate Wealth Management
Massachusetts
USD 47.2 M +USD 2.56 M +106,055 +6%
Bank of America
3
Bank of America
North Carolina
USD 33.5 M -USD 2.21 M -91,860 -6%
Wells Fargo
4
Wells Fargo
California
USD 14.5 M -USD 3.64 M -150,960 -20%
Morgan Stanley
5
Morgan Stanley
New York
USD 13.9 M +USD 2.5 M +103,845 +22%
UBS Group
6
UBS Group
Switzerland
USD 10.1 M -USD 7.58 M -314,450 -43%
Commonwealth Equity Services
7
Commonwealth Equity Services
Massachusetts
USD 9.22 M -USD 303 k -12,585 -3%
JP Morgan Chase
8
JP Morgan Chase
New York
USD 9.18 M +USD 4.5 M +186,715 +97%
Clearstead Advisors
9
Clearstead Advisors
Ohio
USD 7.73 M +USD 7.69 M +319,270 Nuevas
LPL Financial
10
LPL Financial
California
USD 7.56 M -USD 119 k -4,920 -2%
Goldman Sachs
11
Goldman Sachs
New York
USD 6.42 M +USD 410 k +17,000 +7%
MSI Financial Services
12
MSI Financial Services
Massachusetts
USD 5.05 M +USD 1.31 M +54,355 +35%
Ameriprise
13
Ameriprise
Minnesota
USD 4.03 M -USD 170 k -7,075 -4%
Citigroup
14
Citigroup
New York
USD 3.1 M +USD 249 k +10,345 +9%
Johnson Investment Counsel
15
Johnson Investment Counsel
Ohio
USD 3 M -USD 287 k -11,900 -9%
Cetera Advisor Networks
16
Cetera Advisor Networks
California
USD 2.62 M -USD 3.46 M -143,420 -57%
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
USD 2.55 M -USD 482 k -19,995 -16%
Carson Wealth (CWM LLC)
18
Carson Wealth (CWM LLC)
Nebraska
USD 1.96 M +USD 60.2 k +2,500 +3%
Courage Miller Partners
19
Courage Miller Partners
Virginia
USD 1.9 M -USD 163 k -6,770 -8%
Level Four Advisory Services
20
Level Four Advisory Services
Texas
USD 1.67 M +USD 1.67 M +69,100 Nuevas
Advisor Group
21
Advisor Group
Arizona
USD 1.63 M -USD 32.1 k -1,330 -2%
MBA
22
McQueen Ball & Associates
Pennsylvania
USD 1.58 M – – –
Twin Focus Capital Partners
23
Twin Focus Capital Partners
Massachusetts
USD 1.54 M – – –
ETrade Capital Management
24
ETrade Capital Management
Virginia
USD 1.53 M +USD 843 +35 +0.1%
Susquehanna International Group
25
Susquehanna International Group
Pennsylvania
USD 1.47 M -USD 2.31 M -95,715 -61%
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