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Atlas Private Wealth Management’s iShares Morningstar US Equity ETF ILCB Stock Holding History

Atlas Private Wealth Management’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
Q2 		– Sell
-212
Closed -$8K – 472
2020
Q1 		$8K Sell
212
-1,996
-90% -$87.4K 0.01% 326
2019
Q4 		$102K Buy
+2,208
New +$96.8K 0.08% 160

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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
IAN
Integrated Advisors Network Dallas, Texas $1.91B AUM 24.91% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Atlas Private Wealth Management's ILCB Position: Q2 2020 in Review

Atlas Private Wealth Management sold out of iShares Morningstar US Equity ETF (ILCB) in Q2 2020, closing a stake of 212 shares — an estimated $8K sold.

Atlas Private Wealth Management first reported a position in ILCB in Q4 2019 and held it in 2 quarters. The position peaked at $102K in Q4 2019. 114 funds tracked by Wall St. Rank hold ILCB as of Q2 2020.

  • Atlas Private Wealth Management reported no remaining iShares Morningstar US Equity ETF position as of Q2 2020 after selling out during the quarter.
  • Atlas Private Wealth Management sold 212 iShares Morningstar US Equity ETF shares in Q2 2020, an estimated $8K.
  • Atlas Private Wealth Management first reported a position in iShares Morningstar US Equity ETF in Q4 2019 and held it in 2 quarters.
  • Atlas Private Wealth Management's iShares Morningstar US Equity ETF position peaked at $102K in Q4 2019.
  • 114 funds tracked by Wall St. Rank held iShares Morningstar US Equity ETF as of Q2 2020.

Based on Atlas Private Wealth Management's 13F filing for Q2 2020, filed 4 Aug 2020.