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Almanack Investment Partners’s iShares Morningstar US Equity ETF ILCB Stock Holding History

Almanack Investment Partners’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
2021
Q3 		– Sell
-4,574
Closed -$278K – 527
2021
Q2 		$278K Buy
+4,574
New +$270K 0.03% 341

Other funds holding ILCB

EH
Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
AAS
Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return

Almanack Investment Partners's ILCB Position: Q3 2021 in Review

Almanack Investment Partners sold out of iShares Morningstar US Equity ETF (ILCB) in Q3 2021, closing a stake of 4,574 shares — an estimated $278K sold.

Almanack Investment Partners first reported a position in ILCB in Q2 2021 and held it in 1 quarter. The position peaked at $278K in Q2 2021. 129 funds tracked by Wall St. Rank hold ILCB as of Q3 2021.

  • Almanack Investment Partners reported no remaining iShares Morningstar US Equity ETF position as of Q3 2021 after selling out during the quarter.
  • Almanack Investment Partners sold 4,574 iShares Morningstar US Equity ETF shares in Q3 2021, an estimated $278K.
  • Almanack Investment Partners first reported a position in iShares Morningstar US Equity ETF in Q2 2021 and held it in 1 quarter.
  • Almanack Investment Partners's iShares Morningstar US Equity ETF position peaked at $278K in Q2 2021.
  • 129 funds tracked by Wall St. Rank held iShares Morningstar US Equity ETF as of Q3 2021.

Based on Almanack Investment Partners's 13F filing for Q3 2021, filed 4 Nov 2021.