Intelligence Driven Advisers’s iShares Morningstar US Equity ETF ILCB Stock Holding History

Intelligence Driven Advisers’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
2020 Q3	–	Sell	-50,432	Closed	-$2.2M	–	89
2020 Q2	$2.2M	Sell	50,432 -7,608	-13%	-$314K	0.78%	30
2020 Q1	$2.13M	Sell	58,040 -37,520	-39%	-$1.64M	0.99%	25
2019 Q4	$4.41M	Sell	95,560 -18,764	-16%	-$823K	2%	12
2019 Q3	$4.8M	Sell	114,324 -25,524	-18%	-$1.06M	2.27%	13
2019 Q2	$5.77M	Sell	139,848 -26,764	-16%	-$1.09M	2.74%	13
2019 Q1	$6.67M	Buy	166,612 +19,164	+13%	+$736K	3.65%	7
2018 Q4	$5.25M	Buy	+147,448	New	+$5.75M	3.33%	10

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

AAS

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

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 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

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

IAN

Integrated Advisors Network Dallas, Texas $1.91B AUM 24.91% 1-Year Est. Return

Intelligence Driven Advisers's ILCB Position: Q3 2020 in Review

Intelligence Driven Advisers sold out of iShares Morningstar US Equity ETF (ILCB) in Q3 2020, closing a stake of 50,432 shares — an estimated $2.2M sold.

Intelligence Driven Advisers first reported a position in ILCB in Q4 2018 and held it in 7 quarters. The position peaked at $6.67M in Q1 2019. 114 funds tracked by Wall St. Rank hold ILCB as of Q3 2020.

Intelligence Driven Advisers reported no remaining iShares Morningstar US Equity ETF position as of Q3 2020 after selling out during the quarter.
Intelligence Driven Advisers sold 50,432 iShares Morningstar US Equity ETF shares in Q3 2020, an estimated $2.2M.
Intelligence Driven Advisers first reported a position in iShares Morningstar US Equity ETF in Q4 2018 and held it in 7 quarters.
Intelligence Driven Advisers's iShares Morningstar US Equity ETF position peaked at $6.67M in Q1 2019.
114 funds tracked by Wall St. Rank held iShares Morningstar US Equity ETF as of Q3 2020.

Based on Intelligence Driven Advisers's 13F filing for Q3 2020, filed 9 Oct 2020.