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Almanack Investment Partners’s iShares Morningstar Growth ETF ILCG Stock Holding History

Almanack Investment Partners’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
2021
Q3 		– Sell
-27,755
Closed -$1.8M – 528
2021
Q2 		$1.8M Buy
+27,755
New +$1.7M 0.17% 88

Other funds holding ILCG

EH
Equitable Holdings New York $15.5B AUM 19.09% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
FWP
FAS Wealth Partners Leawood, Kansas $1.61B AUM 19.97% 1-Year Est. Return
CA
Clearstead Advisors Cleveland, Ohio $10.9B AUM 18.41% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

Almanack Investment Partners sold out of iShares Morningstar Growth ETF (ILCG) in Q3 2021, closing a stake of 27,755 shares — an estimated $1.8M sold.

Almanack Investment Partners first reported a position in ILCG in Q2 2021 and held it in 1 quarter. The position peaked at $1.8M in Q2 2021. 186 funds tracked by Wall St. Rank hold ILCG as of Q3 2021.

  • Almanack Investment Partners reported no remaining iShares Morningstar Growth ETF position as of Q3 2021 after selling out during the quarter.
  • Almanack Investment Partners sold 27,755 iShares Morningstar Growth ETF shares in Q3 2021, an estimated $1.8M.
  • Almanack Investment Partners first reported a position in iShares Morningstar Growth ETF in Q2 2021 and held it in 1 quarter.
  • Almanack Investment Partners's iShares Morningstar Growth ETF position peaked at $1.8M in Q2 2021.
  • 186 funds tracked by Wall St. Rank held iShares Morningstar Growth ETF as of Q3 2021.

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