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Brown Brothers Harriman & Co’s iShares Morningstar Mid-Cap Growth ETF IMCG Stock Holding History

Brown Brothers Harriman & Co’s Portfolio IMCG Stock Details IMCG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-734
Closed -$41.9K – 1218
2023
Q3 		$41.9K Hold
734
– – ﹤0.01% 733
2023
Q2 		$44.7K Buy
+734
New +$42.1K ﹤0.01% 733

Other funds holding IMCG

AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
CFD
Creative Financial Designs Kokomo, Indiana $2.1B AUM 23.1% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Brown Brothers Harriman & Co's IMCG Position: Q4 2023 in Review

Brown Brothers Harriman & Co sold out of iShares Morningstar Mid-Cap Growth ETF (IMCG) in Q4 2023, closing a stake of 734 shares — an estimated $41.9K sold.

Brown Brothers Harriman & Co first reported a position in IMCG in Q2 2023 and held it in 2 quarters. The position peaked at $44.7K in Q2 2023. 296 funds tracked by Wall St. Rank hold IMCG as of Q4 2023.

  • Brown Brothers Harriman & Co reported no remaining iShares Morningstar Mid-Cap Growth ETF position as of Q4 2023 after selling out during the quarter.
  • Brown Brothers Harriman & Co sold 734 iShares Morningstar Mid-Cap Growth ETF shares in Q4 2023, an estimated $41.9K.
  • Brown Brothers Harriman & Co first reported a position in iShares Morningstar Mid-Cap Growth ETF in Q2 2023 and held it in 2 quarters.
  • Brown Brothers Harriman & Co's iShares Morningstar Mid-Cap Growth ETF position peaked at $44.7K in Q2 2023.
  • 296 funds tracked by Wall St. Rank held iShares Morningstar Mid-Cap Growth ETF as of Q4 2023.

Based on Brown Brothers Harriman & Co's 13F filing for Q4 2023, filed 12 Feb 2024.