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Elmwood Wealth Management’s iShares Morningstar US Equity ETF ILCB Stock Holding History

Elmwood Wealth Management’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
Q1 		– Sell
-1,936
Closed -$129K – 205
2021
Q4 		$129K Buy
+1,936
New +$125K 0.06% 140
2021
Q2 		$118K Hold
1,936
– – 0.06% 130
2021
Q1 		$109K Buy
+1,936
New +$106K 0.07% 126

Other funds holding ILCB

EH
Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
AAS
Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Elmwood Wealth Management's ILCB Position: Q1 2022 in Review

Elmwood Wealth Management sold out of iShares Morningstar US Equity ETF (ILCB) in Q1 2022, closing a stake of 1,936 shares — an estimated $129K sold.

Elmwood Wealth Management first reported a position in ILCB in Q1 2021 and held it in 3 quarters. The position peaked at $129K in Q4 2021. 137 funds tracked by Wall St. Rank hold ILCB as of Q1 2022.

  • Elmwood Wealth Management reported no remaining iShares Morningstar US Equity ETF position as of Q1 2022 after selling out during the quarter.
  • Elmwood Wealth Management sold 1,936 iShares Morningstar US Equity ETF shares in Q1 2022, an estimated $129K.
  • Elmwood Wealth Management first reported a position in iShares Morningstar US Equity ETF in Q1 2021 and held it in 3 quarters.
  • Elmwood Wealth Management's iShares Morningstar US Equity ETF position peaked at $129K in Q4 2021.
  • 137 funds tracked by Wall St. Rank held iShares Morningstar US Equity ETF as of Q1 2022.

Based on Elmwood Wealth Management's 13F filing for Q1 2022, filed 16 May 2022.