Barclays’s iShares Morningstar US Equity ETF ILCB Stock Holding History

Barclays’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
2021 Q4	–	Sell	-60	Closed	-$4K	–	4435
2021 Q3	$4K	Sell	60 -340	-85%	-$21.2K	﹤0.01%	4621
2021 Q2	$24K	Buy	+400	New	+$23.6K	﹤0.01%	4437
2017 Q1	–	Sell	-260	Closed	-$9K	–	6851
2016 Q4	$9K	Buy	+260	New	+$8.44K	﹤0.01%	5935

Other funds holding ILCB

Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

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

AAS

Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return

Barclays's ILCB Position: Q4 2021 in Review

Barclays sold out of iShares Morningstar US Equity ETF (ILCB) in Q4 2021, closing a stake of 60 shares — an estimated $4K sold.

Barclays first reported a position in ILCB in Q4 2016 and held it in 3 quarters. The position peaked at $24K in Q2 2021. 139 funds tracked by Wall St. Rank hold ILCB as of Q4 2021.

Barclays reported no remaining iShares Morningstar US Equity ETF position as of Q4 2021 after selling out during the quarter.
Barclays sold 60 iShares Morningstar US Equity ETF shares in Q4 2021, an estimated $4K.
Barclays first reported a position in iShares Morningstar US Equity ETF in Q4 2016 and held it in 3 quarters.
Barclays's iShares Morningstar US Equity ETF position peaked at $24K in Q2 2021.
139 funds tracked by Wall St. Rank held iShares Morningstar US Equity ETF as of Q4 2021.

Based on Barclays's 13F filing for Q4 2021, filed 14 Feb 2022.