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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
Axa Paris, France $91.9M AUM 27.41% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
CA
Clearstead Advisors Cleveland, Ohio $10.6B AUM 24.87% 1-Year Est. Return
GG
GenWealth Group Maplewood, New Jersey $642M AUM 20.77% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 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. 107 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.
  • 107 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.