Brighton Jones LLC’s iShares Morningstar Mid-Cap ETF IMCB Stock Holding History

Brighton Jones LLC’s Portfolio IMCB Stock Details IMCB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q1	–	Sell	-6,316	Closed	-$331K	–	305
2019 Q4	$331K	Hold	6,316	–	–	0.04%	225
2019 Q3	$312K	Hold	6,316	–	–	0.04%	226
2019 Q2	$306K	Hold	6,316	–	–	0.04%	217
2019 Q1	$297K	Hold	6,316	–	–	0.04%	227
2018 Q4	$255K	Hold	6,316	–	–	0.04%	216
2018 Q3	$299K	Hold	6,316	–	–	0.04%	203
2018 Q2	$290K	Hold	6,316	–	–	0.04%	231
2018 Q1	$286K	Hold	6,316	–	–	0.04%	220
2017 Q4	$293K	Hold	6,316	–	–	0.04%	218
2017 Q3	$276K	Buy	+6,316	New	+$270K	0.04%	220

Other funds holding IMCB

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

MTC

Matrix Trust Company Denver, Colorado $690M AUM 19.61% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Brighton Jones LLC's IMCB Position: Q1 2020 in Review

Brighton Jones LLC sold out of iShares Morningstar Mid-Cap ETF (IMCB) in Q1 2020, closing a stake of 6,316 shares — an estimated $331K sold.

Brighton Jones LLC first reported a position in IMCB in Q3 2017 and held it in 10 quarters. The position peaked at $331K in Q4 2019. 103 funds tracked by Wall St. Rank hold IMCB as of Q1 2020.

Brighton Jones LLC reported no remaining iShares Morningstar Mid-Cap ETF position as of Q1 2020 after selling out during the quarter.
Brighton Jones LLC sold 6,316 iShares Morningstar Mid-Cap ETF shares in Q1 2020, an estimated $331K.
Brighton Jones LLC first reported a position in iShares Morningstar Mid-Cap ETF in Q3 2017 and held it in 10 quarters.
Brighton Jones LLC's iShares Morningstar Mid-Cap ETF position peaked at $331K in Q4 2019.
103 funds tracked by Wall St. Rank held iShares Morningstar Mid-Cap ETF as of Q1 2020.

Based on Brighton Jones LLC's 13F filing for Q1 2020, filed 13 May 2020.