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Anfield Capital Management’s iShares Morningstar Value ETF ILCV Stock Holding History

Anfield Capital Management’s Portfolio ILCV Stock Details ILCV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q1 		– Sell
-1,046
Closed -$61K – 241
2019
Q4 		$61K Buy
+1,046
New +$59.4K 0.02% 207

Other funds holding ILCV

EH
Equitable Holdings New York $16.7B AUM 24.23% 1-Year Est. Return
MTC
Matrix Trust Company Denver, Colorado $688M AUM 12.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
SFI
SPC Financial Inc Rockville, Maryland $1.28B AUM 12.6% 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
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

Anfield Capital Management sold out of iShares Morningstar Value ETF (ILCV) in Q1 2020, closing a stake of 1,046 shares — an estimated $61K sold.

Anfield Capital Management first reported a position in ILCV in Q4 2019 and held it in 1 quarter. The position peaked at $61K in Q4 2019. 75 funds tracked by Wall St. Rank hold ILCV as of Q1 2020.

  • Anfield Capital Management reported no remaining iShares Morningstar Value ETF position as of Q1 2020 after selling out during the quarter.
  • Anfield Capital Management sold 1,046 iShares Morningstar Value ETF shares in Q1 2020, an estimated $61K.
  • Anfield Capital Management first reported a position in iShares Morningstar Value ETF in Q4 2019 and held it in 1 quarter.
  • Anfield Capital Management's iShares Morningstar Value ETF position peaked at $61K in Q4 2019.
  • 75 funds tracked by Wall St. Rank held iShares Morningstar Value ETF as of Q1 2020.

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