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EA Series Trust’s iShares Morningstar Growth ETF ILCG Stock Holding History

EA Series Trust’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
2023
Q2 		$1.94M Buy
+31,059
New +$1.79M 0.07% 403

Other funds holding ILCG

EH
Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
CT
Clearstead Trust Portland, Maine $613M AUM 25.73% 1-Year Est. Return
Wells Fargo
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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Commonwealth Equity Services
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

EA Series Trust's ILCG Position: Q2 2023 in Review

EA Series Trust opened a new position in iShares Morningstar Growth ETF (ILCG) in Q2 2023: 31,059 shares worth $1.94M. The stake represents 0.07% of the portfolio and ranks #403 among its holdings.

217 funds tracked by Wall St. Rank hold ILCG as of Q2 2023.

  • EA Series Trust held 31,059 shares of iShares Morningstar Growth ETF worth $1.94M as of Q2 2023.
  • iShares Morningstar Growth ETF was a new EA Series Trust position in Q2 2023.
  • iShares Morningstar Growth ETF made up 0.07% of EA Series Trust's portfolio in Q2 2023, its #403 holding.
  • 217 funds tracked by Wall St. Rank held iShares Morningstar Growth ETF as of Q2 2023.

Based on EA Series Trust's 13F filing for Q2 2023, filed 27 Jul 2023.