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BOK Financial’s iShares Morningstar Growth ETF ILCG Stock Holding History

BOK Financial’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
2023
Q4 		– Sell
-370
Closed -$21.7K – 1281
2023
Q3 		$21.7K Buy
+370
New +$23K ﹤0.01% 843
2017
Q4 		– Sell
-1,875
Closed -$55K – 1006
2017
Q3 		$55K Buy
+1,875
New +$54K ﹤0.01% 973
2014
Q1 		– Sell
-28,300
Closed -$564K – 880
2013
Q4 		$564K Hold
28,300
– – 0.02% 588
2013
Q3 		$507K Buy
28,300
+1,035
+4% +$18.1K 0.02% 570
2013
Q2 		$448K Buy
+27,265
New +$455K 0.02% 559

Other funds holding ILCG

EH
Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
FWP
FAS Wealth Partners Leawood, Kansas $1.61B AUM 19.97% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CT
Clearstead Trust Portland, Maine $613M AUM 25.73% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
AAS
Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return

BOK Financial's ILCG Position: Q4 2023 in Review

BOK Financial sold out of iShares Morningstar Growth ETF (ILCG) in Q4 2023, closing a stake of 370 shares — an estimated $21.7K sold.

BOK Financial first reported a position in ILCG in Q2 2013 and held it in 5 quarters. The position peaked at $564K in Q4 2013. 234 funds tracked by Wall St. Rank hold ILCG as of Q4 2023.

  • BOK Financial reported no remaining iShares Morningstar Growth ETF position as of Q4 2023 after selling out during the quarter.
  • BOK Financial sold 370 iShares Morningstar Growth ETF shares in Q4 2023, an estimated $21.7K.
  • BOK Financial first reported a position in iShares Morningstar Growth ETF in Q2 2013 and held it in 5 quarters.
  • BOK Financial's iShares Morningstar Growth ETF position peaked at $564K in Q4 2013.
  • 234 funds tracked by Wall St. Rank held iShares Morningstar Growth ETF as of Q4 2023.

Based on BOK Financial's 13F filing for Q4 2023, filed 14 Feb 2024.