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Darwin Wealth Management’s iShares Morningstar Growth ETF ILCG Stock Holding History

Darwin Wealth Management’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
2020
Q2 		– Sell
-190
Closed -$7K – 436
2020
Q1 		$7K Buy
+190
New +$7.95K ﹤0.01% 545

Other funds holding ILCG

EH
Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
DWA
Dorsey Wright & Associates Pasadena, California $807M AUM 65.46% 1-Year Est. Return
AI
AdvisorShares Investments Bethesda, Maryland $549M AUM 32.58% 1-Year Est. Return
FWP
FAS Wealth Partners Leawood, Kansas $1.61B AUM 19.97% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
CA
Clearstead Advisors Cleveland, Ohio $10.9B AUM 18.41% 1-Year Est. Return

Darwin Wealth Management's ILCG Position: Q2 2020 in Review

Darwin Wealth Management sold out of iShares Morningstar Growth ETF (ILCG) in Q2 2020, closing a stake of 190 shares — an estimated $7K sold.

Darwin Wealth Management first reported a position in ILCG in Q1 2020 and held it in 1 quarter. The position peaked at $7K in Q1 2020. 162 funds tracked by Wall St. Rank hold ILCG as of Q2 2020.

  • Darwin Wealth Management reported no remaining iShares Morningstar Growth ETF position as of Q2 2020 after selling out during the quarter.
  • Darwin Wealth Management sold 190 iShares Morningstar Growth ETF shares in Q2 2020, an estimated $7K.
  • Darwin Wealth Management first reported a position in iShares Morningstar Growth ETF in Q1 2020 and held it in 1 quarter.
  • Darwin Wealth Management's iShares Morningstar Growth ETF position peaked at $7K in Q1 2020.
  • 162 funds tracked by Wall St. Rank held iShares Morningstar Growth ETF as of Q2 2020.

Based on Darwin Wealth Management's 13F filing for Q2 2020, filed 6 Aug 2020.