Acorn Wealth Advisors’s iShares Morningstar Growth ETF ILCG Stock Holding History

Acorn Wealth Advisors’s Portfolio ILCG Stock Details ILCG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q2	–	Sell	-155	Closed	-$5K	–	654
2018 Q1	$5K	Hold	155	–	–	﹤0.01%	624
2017 Q4	$5K	Buy	+155	New	+$4.73K	﹤0.01%	595

Other funds holding ILCG

Axa Paris, France $256M AUM 25.01% 1-Year Est. Return

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

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

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

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

Clearstead Advisors Cleveland, Ohio $10.9B AUM 18.41% 1-Year Est. Return

GenWealth Group Maplewood, New Jersey $642M AUM 20.77% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Acorn Wealth Advisors's ILCG Position: Q2 2018 in Review

Acorn Wealth Advisors sold out of iShares Morningstar Growth ETF (ILCG) in Q2 2018, closing a stake of 155 shares — an estimated $5K sold.

Acorn Wealth Advisors first reported a position in ILCG in Q4 2017 and held it in 2 quarters. The position peaked at $5K in Q1 2018. 108 funds tracked by Wall St. Rank hold ILCG as of Q2 2018.

Acorn Wealth Advisors reported no remaining iShares Morningstar Growth ETF position as of Q2 2018 after selling out during the quarter.
Acorn Wealth Advisors sold 155 iShares Morningstar Growth ETF shares in Q2 2018, an estimated $5K.
Acorn Wealth Advisors first reported a position in iShares Morningstar Growth ETF in Q4 2017 and held it in 2 quarters.
Acorn Wealth Advisors's iShares Morningstar Growth ETF position peaked at $5K in Q1 2018.
108 funds tracked by Wall St. Rank held iShares Morningstar Growth ETF as of Q2 2018.

Based on Acorn Wealth Advisors's 13F filing for Q2 2018, filed 10 Aug 2018.