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Global Trust Asset Management’s iShares Morningstar Growth ETF ILCG Stock Holding History

Global Trust Asset Management’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
2019
Q3 		– Sell
-50
Closed -$2K – 408
2019
Q2 		$2K Buy
+50
New +$1.87K ﹤0.01% 353

Other funds holding ILCG

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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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
GG
GenWealth Group Maplewood, New Jersey $642M AUM 20.77% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Global Trust Asset Management's ILCG Position: Q3 2019 in Review

Global Trust Asset Management sold out of iShares Morningstar Growth ETF (ILCG) in Q3 2019, closing a stake of 50 shares — an estimated $2K sold.

Global Trust Asset Management first reported a position in ILCG in Q2 2019 and held it in 1 quarter. The position peaked at $2K in Q2 2019. 128 funds tracked by Wall St. Rank hold ILCG as of Q3 2019.

  • Global Trust Asset Management reported no remaining iShares Morningstar Growth ETF position as of Q3 2019 after selling out during the quarter.
  • Global Trust Asset Management sold 50 iShares Morningstar Growth ETF shares in Q3 2019, an estimated $2K.
  • Global Trust Asset Management first reported a position in iShares Morningstar Growth ETF in Q2 2019 and held it in 1 quarter.
  • Global Trust Asset Management's iShares Morningstar Growth ETF position peaked at $2K in Q2 2019.
  • 128 funds tracked by Wall St. Rank held iShares Morningstar Growth ETF as of Q3 2019.

Based on Global Trust Asset Management's 13F filing for Q3 2019, filed 15 Oct 2019.