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Anfield Capital Management’s iShares Morningstar Growth ETF ILCG Stock Holding History

Anfield Capital Management’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
2020
Q1 		– Sell
-1,990
Closed -$85K – 240
2019
Q4 		$85K Buy
+1,990
New +$79.1K 0.03% 177

Other funds holding ILCG

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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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 $1.92B AUM 26.86% 1-Year Est. Return
CA
Clearstead Advisors Cleveland, Ohio $10.9B AUM 18.41% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
AI
AdvisorShares Investments Bethesda, Maryland $549M AUM 32.58% 1-Year Est. Return

Anfield Capital Management's ILCG Position: Q1 2020 in Review

Anfield Capital Management sold out of iShares Morningstar Growth ETF (ILCG) in Q1 2020, closing a stake of 1,990 shares — an estimated $85K sold.

Anfield Capital Management first reported a position in ILCG in Q4 2019 and held it in 1 quarter. The position peaked at $85K in Q4 2019. 141 funds tracked by Wall St. Rank hold ILCG as of Q1 2020.

  • Anfield Capital Management reported no remaining iShares Morningstar Growth ETF position as of Q1 2020 after selling out during the quarter.
  • Anfield Capital Management sold 1,990 iShares Morningstar Growth ETF shares in Q1 2020, an estimated $85K.
  • Anfield Capital Management first reported a position in iShares Morningstar Growth ETF in Q4 2019 and held it in 1 quarter.
  • Anfield Capital Management's iShares Morningstar Growth ETF position peaked at $85K in Q4 2019.
  • 141 funds tracked by Wall St. Rank held iShares Morningstar Growth ETF as of Q1 2020.

Based on Anfield Capital Management's 13F filing for Q1 2020, filed 7 May 2020.