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Jackson Square Capital’s iShares Morningstar Value ETF ILCV Stock Holding History

Jackson Square Capital’s Portfolio ILCV Stock Details ILCV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q4 		– Sell
-162
Closed -$8K – 234
2020
Q3 		$8K Buy
+162
New +$8.1K ﹤0.01% 272

Other funds holding ILCV

EH
Equitable Holdings New York $16.7B AUM 24.23% 1-Year Est. Return
MTC
Matrix Trust Company Denver, Colorado $688M AUM 12.13% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
SFI
SPC Financial Inc Rockville, Maryland $1.28B AUM 12.6% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Jackson Square Capital's ILCV Position: Q4 2020 in Review

Jackson Square Capital sold out of iShares Morningstar Value ETF (ILCV) in Q4 2020, closing a stake of 162 shares — an estimated $8K sold.

Jackson Square Capital first reported a position in ILCV in Q3 2020 and held it in 1 quarter. The position peaked at $8K in Q3 2020. 80 funds tracked by Wall St. Rank hold ILCV as of Q4 2020.

  • Jackson Square Capital reported no remaining iShares Morningstar Value ETF position as of Q4 2020 after selling out during the quarter.
  • Jackson Square Capital sold 162 iShares Morningstar Value ETF shares in Q4 2020, an estimated $8K.
  • Jackson Square Capital first reported a position in iShares Morningstar Value ETF in Q3 2020 and held it in 1 quarter.
  • Jackson Square Capital's iShares Morningstar Value ETF position peaked at $8K in Q3 2020.
  • 80 funds tracked by Wall St. Rank held iShares Morningstar Value ETF as of Q4 2020.

Based on Jackson Square Capital's 13F filing for Q4 2020, filed 5 Mar 2021.