Clearwater Capital Advisors’s iShares Morningstar US Equity ETF ILCB Stock Holding History

Clearwater Capital Advisors’s Portfolio ILCB Stock Details ILCB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q3	–	Sell	-6,144	Closed	-$236K	–	192
2018 Q2	$236K	Hold	6,144	–	–	0.05%	173
2018 Q1	$235K	Buy	6,144 +64	+1%	+$2.56K	0.05%	170
2017 Q4	$242K	Hold	6,080	–	–	0.05%	162
2017 Q3	$231K	Hold	6,080	–	–	0.05%	156
2017 Q2	$223K	Hold	6,080	–	–	0.06%	151
2017 Q1	$215K	Hold	6,080	–	–	0.06%	155
2016 Q4	$203K	Buy	+6,080	New	+$197K	0.07%	142

Other funds holding ILCB

CWM

Cornerstone Wealth Management St. Peters, Missouri $2.33B AUM 25.21% 1-Year Est. Return

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

Axa Paris, France $256M AUM 25.01% 1-Year Est. Return

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

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

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Clearwater Capital Advisors's ILCB Position: Q3 2018 in Review

Clearwater Capital Advisors sold out of iShares Morningstar US Equity ETF (ILCB) in Q3 2018, closing a stake of 6,144 shares — an estimated $236K sold.

Clearwater Capital Advisors first reported a position in ILCB in Q4 2016 and held it in 7 quarters. The position peaked at $242K in Q4 2017. 94 funds tracked by Wall St. Rank hold ILCB as of Q3 2018.

Clearwater Capital Advisors reported no remaining iShares Morningstar US Equity ETF position as of Q3 2018 after selling out during the quarter.
Clearwater Capital Advisors sold 6,144 iShares Morningstar US Equity ETF shares in Q3 2018, an estimated $236K.
Clearwater Capital Advisors first reported a position in iShares Morningstar US Equity ETF in Q4 2016 and held it in 7 quarters.
Clearwater Capital Advisors's iShares Morningstar US Equity ETF position peaked at $242K in Q4 2017.
94 funds tracked by Wall St. Rank held iShares Morningstar US Equity ETF as of Q3 2018.

Based on Clearwater Capital Advisors's 13F filing for Q3 2018, filed 17 Oct 2018.