First National Trust’s iShares Core S&P US Growth ETF IUSG Stock Holding History

First National Trust’s Portfolio IUSG Stock Details IUSG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q1	–	Sell	-10,627	Closed	-$571K	–	331
2017 Q4	$571K	Buy	+10,627	New	+$559K	0.06%	216

Other funds holding IUSG

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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Alleghany Corporation New York $2.21B AUM 10.5% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

First National Trust's IUSG Position: Q1 2018 in Review

First National Trust sold out of iShares Core S&P US Growth ETF (IUSG) in Q1 2018, closing a stake of 10,627 shares — an estimated $571K sold.

First National Trust first reported a position in IUSG in Q4 2017 and held it in 1 quarter. The position peaked at $571K in Q4 2017. 198 funds tracked by Wall St. Rank hold IUSG as of Q1 2018.

First National Trust reported no remaining iShares Core S&P US Growth ETF position as of Q1 2018 after selling out during the quarter.
First National Trust sold 10,627 iShares Core S&P US Growth ETF shares in Q1 2018, an estimated $571K.
First National Trust first reported a position in iShares Core S&P US Growth ETF in Q4 2017 and held it in 1 quarter.
First National Trust's iShares Core S&P US Growth ETF position peaked at $571K in Q4 2017.
198 funds tracked by Wall St. Rank held iShares Core S&P US Growth ETF as of Q1 2018.

Based on First National Trust's 13F filing for Q1 2018, filed 30 Apr 2018.