Hazlett, Burt & Watson’s iShares Morningstar US Equity ETF ILCB Stock Holding History

Hazlett, Burt & Watson’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
2023 Q1	–	Sell	-700	Closed	-$37K	–	655
2022 Q4	$37K	Hold	700	–	–	0.03%	309
2022 Q3	$35K	Hold	700	–	–	0.03%	303
2022 Q2	$36K	Hold	700	–	–	0.03%	309
2022 Q1	$44K	Buy	+700	New	+$43.3K	0.03%	304

Other funds holding ILCB

Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

AAS

Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

GIA

Gladstone Institutional Advisory Palm Beach Gardens, Florida $2.7B AUM 23.82% 1-Year Est. Return

Hazlett, Burt & Watson's ILCB Position: Q1 2023 in Review

Hazlett, Burt & Watson sold out of iShares Morningstar US Equity ETF (ILCB) in Q1 2023, closing a stake of 700 shares — an estimated $37K sold.

Hazlett, Burt & Watson first reported a position in ILCB in Q1 2022 and held it in 4 quarters. The position peaked at $44K in Q1 2022. 126 funds tracked by Wall St. Rank hold ILCB as of Q1 2023.

Hazlett, Burt & Watson reported no remaining iShares Morningstar US Equity ETF position as of Q1 2023 after selling out during the quarter.
Hazlett, Burt & Watson sold 700 iShares Morningstar US Equity ETF shares in Q1 2023, an estimated $37K.
Hazlett, Burt & Watson first reported a position in iShares Morningstar US Equity ETF in Q1 2022 and held it in 4 quarters.
Hazlett, Burt & Watson's iShares Morningstar US Equity ETF position peaked at $44K in Q1 2022.
126 funds tracked by Wall St. Rank held iShares Morningstar US Equity ETF as of Q1 2023.

Based on Hazlett, Burt & Watson's 13F filing for Q1 2023, filed 27 Apr 2023.