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Financial Advocates Investment Management’s iShares Morningstar Value ETF ILCV Stock Holding History

Financial Advocates Investment Management’s Portfolio ILCV Stock Details ILCV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-500
Closed -$27K – 465
2018
Q3 		$27K Buy
+500
New +$26.5K ﹤0.01% 495

Other funds holding ILCV

Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Axa
Axa Paris, France $256M AUM 25.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
GG
GenWealth Group Maplewood, New Jersey $642M AUM 20.77% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
SFI
SPC Financial Inc Rockville, Maryland $1.28B AUM 12.6% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Financial Advocates Investment Management's ILCV Position: Q4 2018 in Review

Financial Advocates Investment Management sold out of iShares Morningstar Value ETF (ILCV) in Q4 2018, closing a stake of 500 shares — an estimated $27K sold.

Financial Advocates Investment Management first reported a position in ILCV in Q3 2018 and held it in 1 quarter. The position peaked at $27K in Q3 2018. 68 funds tracked by Wall St. Rank hold ILCV as of Q4 2018.

  • Financial Advocates Investment Management reported no remaining iShares Morningstar Value ETF position as of Q4 2018 after selling out during the quarter.
  • Financial Advocates Investment Management sold 500 iShares Morningstar Value ETF shares in Q4 2018, an estimated $27K.
  • Financial Advocates Investment Management first reported a position in iShares Morningstar Value ETF in Q3 2018 and held it in 1 quarter.
  • Financial Advocates Investment Management's iShares Morningstar Value ETF position peaked at $27K in Q3 2018.
  • 68 funds tracked by Wall St. Rank held iShares Morningstar Value ETF as of Q4 2018.

Based on Financial Advocates Investment Management's 13F filing for Q4 2018, filed 14 Feb 2019.