Avantax Planning Partners’s iShares Morningstar Growth ETF ILCG Stock Holding History

Avantax Planning 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
2018 Q4	–	Sell	-690	Closed	-$26K	–	720
2018 Q3	$26K	Buy	+690	New	+$25K	﹤0.01%	638
2018 Q2	–	Sell	-690	Closed	-$23K	–	816
2018 Q1	$23K	Buy	+690	New	+$22.9K	﹤0.01%	726
2017 Q4	–	Sell	-13,485	Closed	-$395K	–	334
2017 Q3	$395K	Buy	+13,485	New	+$388K	0.03%	241

Other funds holding ILCG

Axa Paris, France $256M AUM 25.01% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Clearstead Advisors Cleveland, Ohio $10.9B AUM 18.41% 1-Year Est. Return

GenWealth Group Maplewood, New Jersey $642M AUM 20.77% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return

Avantax Planning Partners's ILCG Position: Q4 2018 in Review

Avantax Planning Partners sold out of iShares Morningstar Growth ETF (ILCG) in Q4 2018, closing a stake of 690 shares — an estimated $26K sold.

Avantax Planning Partners first reported a position in ILCG in Q3 2017 and held it in 3 quarters. The position peaked at $395K in Q3 2017. 121 funds tracked by Wall St. Rank hold ILCG as of Q4 2018.

Avantax Planning Partners reported no remaining iShares Morningstar Growth ETF position as of Q4 2018 after selling out during the quarter.
Avantax Planning Partners sold 690 iShares Morningstar Growth ETF shares in Q4 2018, an estimated $26K.
Avantax Planning Partners first reported a position in iShares Morningstar Growth ETF in Q3 2017 and held it in 3 quarters.
Avantax Planning Partners's iShares Morningstar Growth ETF position peaked at $395K in Q3 2017.
121 funds tracked by Wall St. Rank held iShares Morningstar Growth ETF as of Q4 2018.

Based on Avantax Planning Partners's 13F filing for Q4 2018, filed 14 Feb 2019.