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HM Payson & Co’s iShares Morningstar Growth ETF ILCG Stock Holding History

HM Payson & Co’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
2021
Q1 		– Sell
-470
Closed -$27K – 1148
2020
Q4 		$27K Hold
470
– – ﹤0.01% 716
2020
Q3 		$25K Buy
+470
New +$24.2K ﹤0.01% 693

Other funds holding ILCG

EH
Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
FWP
FAS Wealth Partners Leawood, Kansas $1.61B AUM 19.97% 1-Year Est. Return
CA
Clearstead Advisors Cleveland, Ohio $10.9B AUM 18.41% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

HM Payson & Co's ILCG Position: Q1 2021 in Review

HM Payson & Co sold out of iShares Morningstar Growth ETF (ILCG) in Q1 2021, closing a stake of 470 shares — an estimated $27K sold.

HM Payson & Co first reported a position in ILCG in Q3 2020 and held it in 2 quarters. The position peaked at $27K in Q4 2020. 178 funds tracked by Wall St. Rank hold ILCG as of Q1 2021.

  • HM Payson & Co reported no remaining iShares Morningstar Growth ETF position as of Q1 2021 after selling out during the quarter.
  • HM Payson & Co sold 470 iShares Morningstar Growth ETF shares in Q1 2021, an estimated $27K.
  • HM Payson & Co first reported a position in iShares Morningstar Growth ETF in Q3 2020 and held it in 2 quarters.
  • HM Payson & Co's iShares Morningstar Growth ETF position peaked at $27K in Q4 2020.
  • 178 funds tracked by Wall St. Rank held iShares Morningstar Growth ETF as of Q1 2021.

Based on HM Payson & Co's 13F filing for Q1 2021, filed 15 Jun 2021.