Coulter & Justus Financial Services’s iShares Morningstar Growth ETF ILCG Stock Holding History

Coulter & Justus Financial Services’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
2024 Q1	$391K	Buy	+5,174	New	+$373K	0.09%	71

Other funds holding ILCG

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

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

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

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

TCMP

Thrive Capital Management (Pennsylvania) Fort Washington, Pennsylvania $456M AUM 13.52% 1-Year Est. Return

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

Clearstead Trust Portland, Maine $613M AUM 25.73% 1-Year Est. Return

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

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

Coulter & Justus Financial Services's ILCG Position: Q1 2024 in Review

Coulter & Justus Financial Services opened a new position in iShares Morningstar Growth ETF (ILCG) in Q1 2024: 5,174 shares worth $391K. The stake represents 0.09% of the portfolio and ranks #71 among its holdings.

252 funds tracked by Wall St. Rank hold ILCG as of Q1 2024.

Coulter & Justus Financial Services held 5,174 shares of iShares Morningstar Growth ETF worth $391K as of Q1 2024.
iShares Morningstar Growth ETF was a new Coulter & Justus Financial Services position in Q1 2024.
iShares Morningstar Growth ETF made up 0.09% of Coulter & Justus Financial Services's portfolio in Q1 2024, its #71 holding.
252 funds tracked by Wall St. Rank held iShares Morningstar Growth ETF as of Q1 2024.

Based on Coulter & Justus Financial Services's 13F filing for Q1 2024, filed 3 May 2024.