FinTrust Capital Advisors’s iShares Morningstar Growth ETF ILCG Stock Holding History

FinTrust Capital Advisors’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
2024 Q3	$29.8K	Hold	355	–	–	0.01%	718
2024 Q2	$28.9K	Hold	355	–	–	0.01%	680
2024 Q1	$26.8K	Hold	355	–	–	0.01%	683
2023 Q4	$24.1K	Hold	355	–	–	﹤0.01%	661
2023 Q3	$21.2K	Hold	355	–	–	﹤0.01%	649
2023 Q2	$17.3K	Hold	355	–	–	﹤0.01%	680
2023 Q1	$17.3K	Hold	355	–	–	﹤0.01%	678
2022 Q4	$17.3K	Hold	355	–	–	﹤0.01%	675
2022 Q3	$17K	Hold	355	–	–	﹤0.01%	756
2022 Q2	$19K	Sell	355 -656	-65%	-$36.4K	﹤0.01%	741
2022 Q1	$66K	Buy	1,011 +656	+185%	+$41.9K	0.02%	506
2021 Q4	$25K	Hold	355	–	–	0.01%	680
2021 Q3	$23K	Hold	355	–	–	0.01%	707
2021 Q2	$23K	Hold	355	–	–	0.01%	729
2021 Q1	$20K	Hold	355	–	–	0.01%	716
2020 Q4	$21K	Hold	355	–	–	0.01%	670
2020 Q3	$19	Hold	355	–	–	﹤0.01%	659
2020 Q2	$17K	Hold	355	–	–	0.01%	653
2020 Q1	$13K	Hold	355	–	–	0.01%	712
2019 Q4	$15K	Hold	355	–	–	0.01%	684
2019 Q3	$14K	Hold	355	–	–	﹤0.01%	703
2019 Q2	$14K	Buy	+355	New	+$13.3K	0.01%	668

Other funds holding ILCG

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

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

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

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

FWP

FAS Wealth Partners Leawood, Kansas $1.61B AUM 19.97% 1-Year Est. Return

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

Clearstead Trust Portland, Maine $613M AUM 25.73% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

AAS

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

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

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

FinTrust Capital Advisors held its iShares Morningstar Growth ETF (ILCG) position steady in Q3 2024 at 355 shares worth $29.8K. The position accounts for 0.01% of the portfolio, ranked #718.

FinTrust Capital Advisors first reported a position in ILCG in Q2 2019 and has held it in 22 quarters since. The position peaked at $66K in Q1 2022. 252 funds tracked by Wall St. Rank hold ILCG as of Q3 2024.

FinTrust Capital Advisors held 355 shares of iShares Morningstar Growth ETF worth $29.8K as of Q3 2024.
FinTrust Capital Advisors left its iShares Morningstar Growth ETF share count unchanged in Q3 2024.
iShares Morningstar Growth ETF made up 0.01% of FinTrust Capital Advisors's portfolio in Q3 2024, its #718 holding.
FinTrust Capital Advisors first reported a position in iShares Morningstar Growth ETF in Q2 2019 and has held it in 22 quarters since.
FinTrust Capital Advisors's iShares Morningstar Growth ETF position peaked at $66K in Q1 2022.
252 funds tracked by Wall St. Rank held iShares Morningstar Growth ETF as of Q3 2024.

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