Core Wealth Advisors (Florida)’s iShares Morningstar US Equity ETF ILCB Stock Holding History

Core Wealth Advisors (Florida)’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
2022 Q2	–	Sell	-308	Closed	-$19K	–	227
2022 Q1	$19K	Hold	308	–	–	0.01%	120
2021 Q4	$20K	Hold	308	–	–	0.01%	128
2021 Q3	$19K	Hold	308	–	–	0.01%	114
2021 Q2	$19K	Hold	308	–	–	0.01%	108
2021 Q1	$17K	Hold	308	–	–	0.02%	100
2020 Q4	$17K	Hold	308	–	–	0.02%	100
2020 Q3	$15K	Buy	+308	New	+$14.7K	0.01%	88

Other funds holding ILCB

Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return

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

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

Wealthquest Cincinnati, Ohio $1.41B AUM 14.87% 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

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

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

AAS

Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return

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

Core Wealth Advisors (Florida)'s ILCB Position: Q2 2022 in Review

Core Wealth Advisors (Florida) sold out of iShares Morningstar US Equity ETF (ILCB) in Q2 2022, closing a stake of 308 shares — an estimated $19K sold.

Core Wealth Advisors (Florida) first reported a position in ILCB in Q3 2020 and held it in 7 quarters. The position peaked at $20K in Q4 2021. 124 funds tracked by Wall St. Rank hold ILCB as of Q2 2022.

Core Wealth Advisors (Florida) reported no remaining iShares Morningstar US Equity ETF position as of Q2 2022 after selling out during the quarter.
Core Wealth Advisors (Florida) sold 308 iShares Morningstar US Equity ETF shares in Q2 2022, an estimated $19K.
Core Wealth Advisors (Florida) first reported a position in iShares Morningstar US Equity ETF in Q3 2020 and held it in 7 quarters.
Core Wealth Advisors (Florida)'s iShares Morningstar US Equity ETF position peaked at $20K in Q4 2021.
124 funds tracked by Wall St. Rank held iShares Morningstar US Equity ETF as of Q2 2022.

Based on Core Wealth Advisors (Florida)'s 13F filing for Q2 2022, filed 12 Aug 2022.