Credential Qtrade Securities’s iShares Morningstar US Equity ETF ILCB Stock Holding History

Credential Qtrade Securities’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 Q4	–	Sell	-480	Closed	-$23.7K	–	375
2022 Q3	$23.7K	Hold	480	–	–	﹤0.01%	269
2022 Q2	$25K	Hold	480	–	–	﹤0.01%	280
2022 Q1	$30.1K	Hold	480	–	–	﹤0.01%	291
2021 Q4	$32K	Hold	480	–	–	﹤0.01%	295
2021 Q3	$29.1K	Hold	480	–	–	﹤0.01%	284
2021 Q2	$29.1K	Hold	480	–	–	﹤0.01%	294
2021 Q1	$26.9K	Hold	480	–	–	﹤0.01%	282
2020 Q4	$25.9K	Buy	+480	New	+$24.6K	﹤0.01%	259

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

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

AAS

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

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

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

GIA

Gladstone Institutional Advisory Palm Beach Gardens, Florida $2.7B AUM 23.82% 1-Year Est. Return

Credential Qtrade Securities's ILCB Position: Q4 2022 in Review

Credential Qtrade Securities sold out of iShares Morningstar US Equity ETF (ILCB) in Q4 2022, closing a stake of 480 shares — an estimated $23.7K sold.

Credential Qtrade Securities first reported a position in ILCB in Q4 2020 and held it in 8 quarters. The position peaked at $32K in Q4 2021. 132 funds tracked by Wall St. Rank hold ILCB as of Q4 2022.

Credential Qtrade Securities reported no remaining iShares Morningstar US Equity ETF position as of Q4 2022 after selling out during the quarter.
Credential Qtrade Securities sold 480 iShares Morningstar US Equity ETF shares in Q4 2022, an estimated $23.7K.
Credential Qtrade Securities first reported a position in iShares Morningstar US Equity ETF in Q4 2020 and held it in 8 quarters.
Credential Qtrade Securities's iShares Morningstar US Equity ETF position peaked at $32K in Q4 2021.
132 funds tracked by Wall St. Rank held iShares Morningstar US Equity ETF as of Q4 2022.

Based on Credential Qtrade Securities's 13F filing for Q4 2022, filed 21 Jul 2025.