Ken Fisher
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Ken Fisher’s iShares Morningstar US Equity ETF ILCB Stock Holding History

Ken Fisher’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
-5,372
Closed -$234K – 871
2020
Q2 		$234K Buy
+5,372
New +$222K ﹤0.01% 761

Other funds holding ILCB

EH
Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return
Ameriprise
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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
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

Ken Fisher's ILCB Position: Q3 2020 in Review

Ken Fisher sold out of iShares Morningstar US Equity ETF (ILCB) in Q3 2020, closing a stake of 5,372 shares — an estimated $234K sold.

Ken Fisher first reported a position in ILCB in Q2 2020 and held it in 1 quarter. The position peaked at $234K in Q2 2020. 114 funds tracked by Wall St. Rank hold ILCB as of Q3 2020.

  • Ken Fisher reported no remaining iShares Morningstar US Equity ETF position as of Q3 2020 after selling out during the quarter.
  • Ken Fisher sold 5,372 iShares Morningstar US Equity ETF shares in Q3 2020, an estimated $234K.
  • Ken Fisher first reported a position in iShares Morningstar US Equity ETF in Q2 2020 and held it in 1 quarter.
  • Ken Fisher's iShares Morningstar US Equity ETF position peaked at $234K in Q2 2020.
  • 114 funds tracked by Wall St. Rank held iShares Morningstar US Equity ETF as of Q3 2020.

Based on Fisher Asset Management's 13F filing for Q3 2020, filed 10 Nov 2020.