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Golden State Wealth Management’s iShares Morningstar Growth ETF ILCG Stock Holding History

Golden State Wealth 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
Q4 		– Sell
-100
Closed -$4K – 476
2019
Q3 		$4K Hold
100
– – ﹤0.01% 893
2019
Q2 		$3K Hold
100
– – ﹤0.01% 939
2019
Q1 		$4K Buy
+100
New +$3.48K ﹤0.01% 939

Other funds holding ILCG

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
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Golden State Wealth Management's ILCG Position: Q4 2019 in Review

Golden State Wealth Management sold out of iShares Morningstar Growth ETF (ILCG) in Q4 2019, closing a stake of 100 shares — an estimated $4K sold.

Golden State Wealth Management first reported a position in ILCG in Q1 2019 and held it in 3 quarters. The position peaked at $4K in Q3 2019. 140 funds tracked by Wall St. Rank hold ILCG as of Q4 2019.

  • Golden State Wealth Management reported no remaining iShares Morningstar Growth ETF position as of Q4 2019 after selling out during the quarter.
  • Golden State Wealth Management sold 100 iShares Morningstar Growth ETF shares in Q4 2019, an estimated $4K.
  • Golden State Wealth Management first reported a position in iShares Morningstar Growth ETF in Q1 2019 and held it in 3 quarters.
  • Golden State Wealth Management's iShares Morningstar Growth ETF position peaked at $4K in Q3 2019.
  • 140 funds tracked by Wall St. Rank held iShares Morningstar Growth ETF as of Q4 2019.

Based on Golden State Wealth Management's 13F filing for Q4 2019, filed 13 Feb 2020.