Eaton Vance Management’s iShares Morningstar Mid-Cap Growth ETF IMCG Stock Holding History

Eaton Vance Management’s Portfolio IMCG Stock Details IMCG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q2	–	Sell	-9,600	Closed	-$617K	–	1695
2022 Q1	$617K	Hold	9,600	–	–	﹤0.01%	1474
2021 Q4	$703K	Hold	9,600	–	–	﹤0.01%	1253
2021 Q3	$1K	Hold	9,600	–	–	﹤0.01%	1959
2021 Q2	$661K	Hold	9,600	–	–	﹤0.01%	1281
2021 Q1	$605K	Sell	9,600 -708	-7%	-$45.8K	﹤0.01%	1239
2020 Q4	$657K	Buy	+10,308	New	+$608K	﹤0.01%	1173

Other funds holding IMCG

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

BWL

Bogart Wealth LLC Mclean, Virginia $2.92B AUM 23.85% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

FHA

First Horizon Advisors Memphis, Tennessee $3.85B AUM 16.99% 1-Year Est. Return

OWM

Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Eaton Vance Management's IMCG Position: Q2 2022 in Review

Eaton Vance Management sold out of iShares Morningstar Mid-Cap Growth ETF (IMCG) in Q2 2022, closing a stake of 9,600 shares — an estimated $617K sold.

Eaton Vance Management first reported a position in IMCG in Q4 2020 and held it in 6 quarters. The position peaked at $703K in Q4 2021. 217 funds tracked by Wall St. Rank hold IMCG as of Q2 2022.

Eaton Vance Management reported no remaining iShares Morningstar Mid-Cap Growth ETF position as of Q2 2022 after selling out during the quarter.
Eaton Vance Management sold 9,600 iShares Morningstar Mid-Cap Growth ETF shares in Q2 2022, an estimated $617K.
Eaton Vance Management first reported a position in iShares Morningstar Mid-Cap Growth ETF in Q4 2020 and held it in 6 quarters.
Eaton Vance Management's iShares Morningstar Mid-Cap Growth ETF position peaked at $703K in Q4 2021.
217 funds tracked by Wall St. Rank held iShares Morningstar Mid-Cap Growth ETF as of Q2 2022.

Based on Eaton Vance Management's 13F filing for Q2 2022, filed 15 Aug 2022.