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Global View Capital Management’s iShares Morningstar Value ETF ILCV Stock Holding History

Global View Capital Management’s Portfolio ILCV Stock Details ILCV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-28,382
Closed -$2.68M – 153
2025
Q4 		$2.68M Buy
+28,382
New +$2.63M 0.5% 19

Other funds holding ILCV

SCM
Steele Capital Management Dubuque, Iowa $2.41B AUM 16.65% 1-Year Est. Return
MTC
Matrix Trust Company Denver, Colorado $690M AUM 19.61% 1-Year Est. Return
EH
Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
WCAMG
Woodard & Company Asset Management Group Bermuda Run, North Carolina $625M AUM 20% 1-Year Est. Return

Global View Capital Management's ILCV Position: Q1 2026 in Review

Global View Capital Management sold out of iShares Morningstar Value ETF (ILCV) in Q1 2026, closing a stake of 28,382 shares — an estimated $2.68M sold.

Global View Capital Management first reported a position in ILCV in Q4 2025 and held it in 1 quarter. The position peaked at $2.68M in Q4 2025. 193 funds tracked by Wall St. Rank hold ILCV as of Q1 2026.

  • Global View Capital Management reported no remaining iShares Morningstar Value ETF position as of Q1 2026 after selling out during the quarter.
  • Global View Capital Management sold 28,382 iShares Morningstar Value ETF shares in Q1 2026, an estimated $2.68M.
  • Global View Capital Management first reported a position in iShares Morningstar Value ETF in Q4 2025 and held it in 1 quarter.
  • Global View Capital Management's iShares Morningstar Value ETF position peaked at $2.68M in Q4 2025.
  • 193 funds tracked by Wall St. Rank held iShares Morningstar Value ETF as of Q1 2026.

Based on Global View Capital Management's 13F filing for Q1 2026, filed 4 May 2026.