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Beaumont Capital Management’s iShares Morningstar Mid-Cap Growth ETF IMCG Stock Holding History

Beaumont Capital Management’s Portfolio IMCG Stock Details IMCG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-27,327
Closed -$1.76M – 48
2023
Q4 		$1.76M Buy
+27,327
New +$1.61M 1.34% 26

Other funds holding IMCG

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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
AAS
Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
AWM
Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return

Beaumont Capital Management's IMCG Position: Q1 2024 in Review

Beaumont Capital Management sold out of iShares Morningstar Mid-Cap Growth ETF (IMCG) in Q1 2024, closing a stake of 27,327 shares — an estimated $1.76M sold.

Beaumont Capital Management first reported a position in IMCG in Q4 2023 and held it in 1 quarter. The position peaked at $1.76M in Q4 2023. 299 funds tracked by Wall St. Rank hold IMCG as of Q1 2024.

  • Beaumont Capital Management reported no remaining iShares Morningstar Mid-Cap Growth ETF position as of Q1 2024 after selling out during the quarter.
  • Beaumont Capital Management sold 27,327 iShares Morningstar Mid-Cap Growth ETF shares in Q1 2024, an estimated $1.76M.
  • Beaumont Capital Management first reported a position in iShares Morningstar Mid-Cap Growth ETF in Q4 2023 and held it in 1 quarter.
  • Beaumont Capital Management's iShares Morningstar Mid-Cap Growth ETF position peaked at $1.76M in Q4 2023.
  • 299 funds tracked by Wall St. Rank held iShares Morningstar Mid-Cap Growth ETF as of Q1 2024.

Based on Beaumont Capital Management's 13F filing for Q1 2024, filed 10 May 2024.