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Bel Air Investment Advisors’s iShares Morningstar US Equity ETF ILCB Stock Holding History

Bel Air Investment Advisors’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
Q2 		$354K Hold
5,820
– – 0.01% 299
2021
Q1 		$326K Buy
+5,820
New +$320K 0.01% 315

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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
UBS Group
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
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Bel Air Investment Advisors's ILCB Position: Q2 2021 in Review

Bel Air Investment Advisors held its iShares Morningstar US Equity ETF (ILCB) position steady in Q2 2021 at 5,820 shares worth $354K. The position accounts for 0.01% of the portfolio, ranked #299.

Bel Air Investment Advisors first reported a position in ILCB in Q1 2021 and has held it in 2 quarters since. 123 funds tracked by Wall St. Rank hold ILCB as of Q2 2021.

  • Bel Air Investment Advisors held 5,820 shares of iShares Morningstar US Equity ETF worth $354K as of Q2 2021.
  • Bel Air Investment Advisors left its iShares Morningstar US Equity ETF share count unchanged in Q2 2021.
  • iShares Morningstar US Equity ETF made up 0.01% of Bel Air Investment Advisors's portfolio in Q2 2021, its #299 holding.
  • Bel Air Investment Advisors first reported a position in iShares Morningstar US Equity ETF in Q1 2021 and has held it in 2 quarters since.
  • 123 funds tracked by Wall St. Rank held iShares Morningstar US Equity ETF as of Q2 2021.

Based on Bel Air Investment Advisors's 13F filing for Q2 2021, filed 16 Aug 2021.