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Benjamin F. Edwards & Company’s iShares Morningstar Growth ETF ILCG Stock Holding History

Benjamin F. Edwards & Company’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
2020
Q2 		– Sell
-100
Closed -$4K – 1733
2020
Q1 		$4K Hold
100
– – ﹤0.01% 1480
2019
Q4 		$4K Sell
100
-740
-88% -$29.4K ﹤0.01% 1668
2019
Q3 		$32K Sell
840
-1,305
-61% -$50.6K ﹤0.01% 1051
2019
Q2 		$82K Sell
2,145
-1,070
-33% -$40K 0.01% 760
2019
Q1 		$118K Sell
3,215
-1,100
-25% -$38.3K 0.01% 639
2018
Q4 		$137K Sell
4,315
-3,150
-42% -$107K 0.01% 568
2018
Q3 		$277K Buy
7,465
+4,895
+190% +$177K 0.03% 459
2018
Q2 		$90K Buy
+2,570
New +$87.3K 0.01% 703

Other funds holding ILCG

EH
Equitable Holdings New York $15.5B AUM 19.09% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
DWA
Dorsey Wright & Associates Pasadena, California $807M AUM 65.46% 1-Year Est. Return
AI
AdvisorShares Investments Bethesda, Maryland $549M AUM 32.58% 1-Year Est. Return
FWP
FAS Wealth Partners Leawood, Kansas $1.61B AUM 19.97% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
CA
Clearstead Advisors Cleveland, Ohio $10.9B AUM 18.41% 1-Year Est. Return

Benjamin F. Edwards & Company's ILCG Position: Q2 2020 in Review

Benjamin F. Edwards & Company sold out of iShares Morningstar Growth ETF (ILCG) in Q2 2020, closing a stake of 100 shares — an estimated $4K sold.

Benjamin F. Edwards & Company first reported a position in ILCG in Q2 2018 and held it in 8 quarters. The position peaked at $277K in Q3 2018. 162 funds tracked by Wall St. Rank hold ILCG as of Q2 2020.

  • Benjamin F. Edwards & Company reported no remaining iShares Morningstar Growth ETF position as of Q2 2020 after selling out during the quarter.
  • Benjamin F. Edwards & Company sold 100 iShares Morningstar Growth ETF shares in Q2 2020, an estimated $4K.
  • Benjamin F. Edwards & Company first reported a position in iShares Morningstar Growth ETF in Q2 2018 and held it in 8 quarters.
  • Benjamin F. Edwards & Company's iShares Morningstar Growth ETF position peaked at $277K in Q3 2018.
  • 162 funds tracked by Wall St. Rank held iShares Morningstar Growth ETF as of Q2 2020.

Based on Benjamin F. Edwards & Company's 13F filing for Q2 2020, filed 14 Aug 2020.