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Freestone Capital Holdings’s iShares Morningstar Growth ETF ILCG Stock Holding History

Freestone Capital Holdings’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
2021
Q1 		– Sell
-95
Closed -$5.51K – 725
2020
Q4 		$5.51K Sell
95
-310
-77% -$17.2K ﹤0.01% 974
2020
Q3 		$21.7K Buy
+405
New +$20.9K ﹤0.01% 636

Other funds holding ILCG

EH
Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
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
FWP
FAS Wealth Partners Leawood, Kansas $1.61B AUM 19.97% 1-Year Est. Return
CA
Clearstead Advisors Cleveland, Ohio $10.9B AUM 18.41% 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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Freestone Capital Holdings's ILCG Position: Q1 2021 in Review

Freestone Capital Holdings sold out of iShares Morningstar Growth ETF (ILCG) in Q1 2021, closing a stake of 95 shares — an estimated $5.51K sold.

Freestone Capital Holdings first reported a position in ILCG in Q3 2020 and held it in 2 quarters. The position peaked at $21.7K in Q3 2020. 178 funds tracked by Wall St. Rank hold ILCG as of Q1 2021.

  • Freestone Capital Holdings reported no remaining iShares Morningstar Growth ETF position as of Q1 2021 after selling out during the quarter.
  • Freestone Capital Holdings sold 95 iShares Morningstar Growth ETF shares in Q1 2021, an estimated $5.51K.
  • Freestone Capital Holdings first reported a position in iShares Morningstar Growth ETF in Q3 2020 and held it in 2 quarters.
  • Freestone Capital Holdings's iShares Morningstar Growth ETF position peaked at $21.7K in Q3 2020.
  • 178 funds tracked by Wall St. Rank held iShares Morningstar Growth ETF as of Q1 2021.

Based on Freestone Capital Holdings's 13F filing for Q1 2021, filed 17 May 2021.