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Executive Wealth Management’s iShares Morningstar Growth ETF ILCG Stock Holding History

Executive Wealth Management’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
2019
Q3 		– Sell
-1,075
Closed -$41K – 442
2019
Q2 		$41K Hold
1,075
– – 0.01% 332
2019
Q1 		$39K Hold
1,075
– – 0.01% 305
2018
Q4 		$34K Buy
+1,075
New +$36.4K 0.01% 343

Other funds holding ILCG

Axa
Axa Paris, France $91.9M AUM 27.41% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
CA
Clearstead Advisors Cleveland, Ohio $10.6B AUM 24.87% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
GG
GenWealth Group Maplewood, New Jersey $642M AUM 20.77% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Executive Wealth Management's ILCG Position: Q3 2019 in Review

Executive Wealth Management sold out of iShares Morningstar Growth ETF (ILCG) in Q3 2019, closing a stake of 1,075 shares — an estimated $41K sold.

Executive Wealth Management first reported a position in ILCG in Q4 2018 and held it in 3 quarters. The position peaked at $41K in Q2 2019. 128 funds tracked by Wall St. Rank hold ILCG as of Q3 2019.

  • Executive Wealth Management reported no remaining iShares Morningstar Growth ETF position as of Q3 2019 after selling out during the quarter.
  • Executive Wealth Management sold 1,075 iShares Morningstar Growth ETF shares in Q3 2019, an estimated $41K.
  • Executive Wealth Management first reported a position in iShares Morningstar Growth ETF in Q4 2018 and held it in 3 quarters.
  • Executive Wealth Management's iShares Morningstar Growth ETF position peaked at $41K in Q2 2019.
  • 128 funds tracked by Wall St. Rank held iShares Morningstar Growth ETF as of Q3 2019.

Based on Executive Wealth Management's 13F filing for Q3 2019, filed 30 Oct 2019.