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IndexIQ Advisors’s Vanguard Morningstar Mega Cap Growth ETF MGK Stock Holding History

IndexIQ Advisors’s Portfolio MGK Stock Details MGK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q1 		$1K Sell
30
-22,175
-100% -$1.03M ﹤0.01% 1294
2021
Q4 		$1.16M Sell
22,205
-11,605
-34% -$588K 0.04% 277
2021
Q3 		$1.59M Sell
33,810
-1,200
-3% -$58K 0.05% 255
2021
Q2 		$1.62M Buy
+35,010
New +$1.54M 0.05% 236

Other funds holding MGK

AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LNC
Lincoln National Corp Radnor, Pennsylvania $3.91B AUM 14.77% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

IndexIQ Advisors's MGK Position: Q1 2022 in Review

IndexIQ Advisors reduced its Vanguard Morningstar Mega Cap Growth ETF (MGK) stake by 100% in Q1 2022, selling an estimated $1.03M and leaving 30 shares worth $1K. The position accounts for ﹤0.01% of the portfolio, ranked #1294.

IndexIQ Advisors first reported a position in MGK in Q2 2021 and has held it in 4 quarters since. The position peaked at $1.62M in Q2 2021. 526 funds tracked by Wall St. Rank hold MGK as of Q1 2022.

  • IndexIQ Advisors held 30 shares of Vanguard Morningstar Mega Cap Growth ETF worth $1K as of Q1 2022.
  • IndexIQ Advisors sold 22,175 Vanguard Morningstar Mega Cap Growth ETF shares in Q1 2022, an estimated $1.03M.
  • Vanguard Morningstar Mega Cap Growth ETF made up ﹤0.01% of IndexIQ Advisors's portfolio in Q1 2022, its #1294 holding.
  • IndexIQ Advisors first reported a position in Vanguard Morningstar Mega Cap Growth ETF in Q2 2021 and has held it in 4 quarters since.
  • IndexIQ Advisors's Vanguard Morningstar Mega Cap Growth ETF position peaked at $1.62M in Q2 2021.
  • 526 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap Growth ETF as of Q1 2022.

Based on IndexIQ Advisors's 13F filing for Q1 2022, filed 6 May 2022.