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Empowered Funds’s iShares Morningstar Mid-Cap Growth ETF IMCG Stock Holding History

Empowered Funds’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
Q1 		– Sell
-364,388
Closed -$26.7M – 269
2021
Q4 		$26.7M Buy
+364,388
New +$26.5M 3.01% 3
2020
Q2 		– Sell
-73,038
Closed -$3.2M – 128
2020
Q1 		$3.2M Hold
73,038
– – 1.16% 9
2019
Q4 		$3.2M Buy
+73,038
New +$3.06M 1.16% 9

Other funds holding IMCG

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
BWL
Bogart Wealth LLC Mclean, Virginia $2.6B AUM 18.62% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
CFD
Creative Financial Designs Kokomo, Indiana $1.65B AUM 15.6% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Empowered Funds's IMCG Position: Q1 2022 in Review

Empowered Funds sold out of iShares Morningstar Mid-Cap Growth ETF (IMCG) in Q1 2022, closing a stake of 364,388 shares — an estimated $26.7M sold.

Empowered Funds first reported a position in IMCG in Q4 2019 and held it in 3 quarters. The position peaked at $26.7M in Q4 2021. 221 funds tracked by Wall St. Rank hold IMCG as of Q1 2022.

  • Empowered Funds reported no remaining iShares Morningstar Mid-Cap Growth ETF position as of Q1 2022 after selling out during the quarter.
  • Empowered Funds sold 364,388 iShares Morningstar Mid-Cap Growth ETF shares in Q1 2022, an estimated $26.7M.
  • Empowered Funds first reported a position in iShares Morningstar Mid-Cap Growth ETF in Q4 2019 and held it in 3 quarters.
  • Empowered Funds's iShares Morningstar Mid-Cap Growth ETF position peaked at $26.7M in Q4 2021.
  • 221 funds tracked by Wall St. Rank held iShares Morningstar Mid-Cap Growth ETF as of Q1 2022.

Based on Empowered Funds's 13F filing for Q1 2022, filed 21 Apr 2022.