Franklin Resources
ILCG icon

Franklin Resources’s iShares Morningstar Growth ETF ILCG Stock Holding History

Franklin Resources’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
2020
Q4 		– Sell
-7,360
Closed -$394K – 1932
2020
Q3 		$394K Hold
7,360
– – ﹤0.01% 1529
2020
Q2 		$370K Hold
7,360
– – ﹤0.01% 1425
2020
Q1 		$273K Buy
+7,360
New +$308K ﹤0.01% 1393

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Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
CA
Clearstead Advisors Cleveland, Ohio $10.9B AUM 18.41% 1-Year Est. Return
FWP
FAS Wealth Partners Leawood, Kansas $1.61B AUM 19.97% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Franklin Resources's ILCG Position: Q4 2020 in Review

Franklin Resources sold out of iShares Morningstar Growth ETF (ILCG) in Q4 2020, closing a stake of 7,360 shares — an estimated $394K sold.

Franklin Resources first reported a position in ILCG in Q1 2020 and held it in 3 quarters. The position peaked at $394K in Q3 2020. 185 funds tracked by Wall St. Rank hold ILCG as of Q4 2020.

  • Franklin Resources reported no remaining iShares Morningstar Growth ETF position as of Q4 2020 after selling out during the quarter.
  • Franklin Resources sold 7,360 iShares Morningstar Growth ETF shares in Q4 2020, an estimated $394K.
  • Franklin Resources first reported a position in iShares Morningstar Growth ETF in Q1 2020 and held it in 3 quarters.
  • Franklin Resources's iShares Morningstar Growth ETF position peaked at $394K in Q3 2020.
  • 185 funds tracked by Wall St. Rank held iShares Morningstar Growth ETF as of Q4 2020.

Based on Franklin Resources's 13F filing for Q4 2020, filed 10 Feb 2021.