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Blue Sky Asset Management’s iShares Morningstar Growth ETF ILCG Stock Holding History

Blue Sky Asset Management’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
-61,790
Closed -$2.29M – 47
2020
Q1 		$2.29M Buy
61,790
+33,175
+116% +$1.39M 0.92% 28
2019
Q4 		$1.2M Buy
+28,615
New +$1.14M 0.35% 56

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 $1.92B AUM 26.86% 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

Blue Sky Asset Management's ILCG Position: Q2 2020 in Review

Blue Sky Asset Management sold out of iShares Morningstar Growth ETF (ILCG) in Q2 2020, closing a stake of 61,790 shares — an estimated $2.29M sold.

Blue Sky Asset Management first reported a position in ILCG in Q4 2019 and held it in 2 quarters. The position peaked at $2.29M in Q1 2020. 162 funds tracked by Wall St. Rank hold ILCG as of Q2 2020.

  • Blue Sky Asset Management reported no remaining iShares Morningstar Growth ETF position as of Q2 2020 after selling out during the quarter.
  • Blue Sky Asset Management sold 61,790 iShares Morningstar Growth ETF shares in Q2 2020, an estimated $2.29M.
  • Blue Sky Asset Management first reported a position in iShares Morningstar Growth ETF in Q4 2019 and held it in 2 quarters.
  • Blue Sky Asset Management's iShares Morningstar Growth ETF position peaked at $2.29M in Q1 2020.
  • 162 funds tracked by Wall St. Rank held iShares Morningstar Growth ETF as of Q2 2020.

Based on Blue Sky Asset Management's 13F filing for Q2 2020, filed 13 Aug 2020.