EWM
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Evermay Wealth Management’s iShares Morningstar Mid-Cap Growth ETF IMCG Stock Holding History

Evermay Wealth 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
2024
Q2 		– Sell
-79
Closed -$5.58K – 621
2024
Q1 		$5.58K Buy
+79
New +$5.26K ﹤0.01% 496

Other funds holding IMCG

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
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
AWM
Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
AAS
Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Evermay Wealth Management's IMCG Position: Q2 2024 in Review

Evermay Wealth Management sold out of iShares Morningstar Mid-Cap Growth ETF (IMCG) in Q2 2024, closing a stake of 79 shares — an estimated $5.58K sold.

Evermay Wealth Management first reported a position in IMCG in Q1 2024 and held it in 1 quarter. The position peaked at $5.58K in Q1 2024. 294 funds tracked by Wall St. Rank hold IMCG as of Q2 2024.

  • Evermay Wealth Management reported no remaining iShares Morningstar Mid-Cap Growth ETF position as of Q2 2024 after selling out during the quarter.
  • Evermay Wealth Management sold 79 iShares Morningstar Mid-Cap Growth ETF shares in Q2 2024, an estimated $5.58K.
  • Evermay Wealth Management first reported a position in iShares Morningstar Mid-Cap Growth ETF in Q1 2024 and held it in 1 quarter.
  • Evermay Wealth Management's iShares Morningstar Mid-Cap Growth ETF position peaked at $5.58K in Q1 2024.
  • 294 funds tracked by Wall St. Rank held iShares Morningstar Mid-Cap Growth ETF as of Q2 2024.

Based on Evermay Wealth Management's 13F filing for Q2 2024, filed 1 Aug 2024.