FinTrust Capital Advisors’s iShares Morningstar US Equity ETF ILCB Stock Holding History

FinTrust Capital Advisors’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
2024 Q3	$55.5K	Hold	700	–	–	0.01%	547
2024 Q2	$52.6K	Hold	700	–	–	0.01%	527
2024 Q1	$50.7K	Hold	700	–	–	0.01%	515
2023 Q4	$46K	Hold	700	–	–	0.01%	515
2023 Q3	$41.2K	Hold	700	–	–	0.01%	496
2023 Q2	$36.8K	Hold	700	–	–	0.01%	499
2023 Q1	$36.8K	Hold	700	–	–	0.01%	497
2022 Q4	$36.8K	Hold	700	–	–	0.01%	497
2022 Q3	$36K	Hold	700	–	–	0.01%	574
2022 Q2	$38K	Hold	700	–	–	0.01%	583
2022 Q1	$44K	Hold	700	–	–	0.01%	592
2021 Q4	$46K	Hold	700	–	–	0.01%	569
2021 Q3	$42K	Hold	700	–	–	0.01%	581
2021 Q2	$43K	Buy	+700	New	+$41.3K	0.01%	584

Other funds holding ILCB

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

AdvisorShares Investments Bethesda, Maryland $549M AUM 32.58% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

AAS

Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return

FinTrust Capital Advisors's ILCB Position: Q3 2024 in Review

FinTrust Capital Advisors held its iShares Morningstar US Equity ETF (ILCB) position steady in Q3 2024 at 700 shares worth $55.5K. The position accounts for 0.01% of the portfolio, ranked #547.

FinTrust Capital Advisors first reported a position in ILCB in Q2 2021 and has held it in 14 quarters since. 171 funds tracked by Wall St. Rank hold ILCB as of Q3 2024.

FinTrust Capital Advisors held 700 shares of iShares Morningstar US Equity ETF worth $55.5K as of Q3 2024.
FinTrust Capital Advisors left its iShares Morningstar US Equity ETF share count unchanged in Q3 2024.
iShares Morningstar US Equity ETF made up 0.01% of FinTrust Capital Advisors's portfolio in Q3 2024, its #547 holding.
FinTrust Capital Advisors first reported a position in iShares Morningstar US Equity ETF in Q2 2021 and has held it in 14 quarters since.
171 funds tracked by Wall St. Rank held iShares Morningstar US Equity ETF as of Q3 2024.

Based on FinTrust Capital Advisors's 13F filing for Q3 2024, filed 11 Oct 2024.