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Advisory Alpha’s iShares Morningstar US Equity ETF ILCB Stock Holding History

Advisory Alpha’s Portfolio ILCB Stock Details ILCB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q1 		– Sell
-76
Closed -$3.68K – 773
2019
Q4 		$3.68K Buy
+76
New +$3.33K ﹤0.01% 613

Other funds holding ILCB

EH
Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Advisory Alpha's ILCB Position: Q1 2020 in Review

Advisory Alpha sold out of iShares Morningstar US Equity ETF (ILCB) in Q1 2020, closing a stake of 76 shares — an estimated $3.68K sold.

Advisory Alpha first reported a position in ILCB in Q4 2019 and held it in 1 quarter. The position peaked at $3.68K in Q4 2019. 110 funds tracked by Wall St. Rank hold ILCB as of Q1 2020.

  • Advisory Alpha reported no remaining iShares Morningstar US Equity ETF position as of Q1 2020 after selling out during the quarter.
  • Advisory Alpha sold 76 iShares Morningstar US Equity ETF shares in Q1 2020, an estimated $3.68K.
  • Advisory Alpha first reported a position in iShares Morningstar US Equity ETF in Q4 2019 and held it in 1 quarter.
  • Advisory Alpha's iShares Morningstar US Equity ETF position peaked at $3.68K in Q4 2019.
  • 110 funds tracked by Wall St. Rank held iShares Morningstar US Equity ETF as of Q1 2020.

Based on Advisory Alpha's 13F filing for Q1 2020, filed 29 Apr 2020.