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Goelzer Investment Management’s iShares Morningstar US Equity ETF ILCB Stock Holding History

Goelzer Investment Management’s Portfolio ILCB Stock Details ILCB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q4 		– Sell
-7,208
Closed -$303K – 251
2019
Q3 		$303K Buy
+7,208
New +$300K 0.03% 216
2019
Q2 		– Sell
-6,180
Closed -$247K – 263
2019
Q1 		$247K Buy
+6,180
New +$237K 0.02% 248

Other funds holding ILCB

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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Goelzer Investment Management's ILCB Position: Q4 2019 in Review

Goelzer Investment Management sold out of iShares Morningstar US Equity ETF (ILCB) in Q4 2019, closing a stake of 7,208 shares — an estimated $303K sold.

Goelzer Investment Management first reported a position in ILCB in Q1 2019 and held it in 2 quarters. The position peaked at $303K in Q3 2019. 120 funds tracked by Wall St. Rank hold ILCB as of Q4 2019.

  • Goelzer Investment Management reported no remaining iShares Morningstar US Equity ETF position as of Q4 2019 after selling out during the quarter.
  • Goelzer Investment Management sold 7,208 iShares Morningstar US Equity ETF shares in Q4 2019, an estimated $303K.
  • Goelzer Investment Management first reported a position in iShares Morningstar US Equity ETF in Q1 2019 and held it in 2 quarters.
  • Goelzer Investment Management's iShares Morningstar US Equity ETF position peaked at $303K in Q3 2019.
  • 120 funds tracked by Wall St. Rank held iShares Morningstar US Equity ETF as of Q4 2019.

Based on Goelzer Investment Management's 13F filing for Q4 2019, filed 7 Feb 2020.