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Kore Private Wealth’s iShares Morningstar US Equity ETF ILCB Stock Holding History

Kore Private Wealth’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
-1,792
Closed -$78K – 654
2020
Q2 		$78K Sell
1,792
-1,308
-42% -$54K 0.02% 372
2020
Q1 		$114K Buy
+3,100
New +$136K 0.03% 295

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

Kore Private Wealth's ILCB Position: Q3 2020 in Review

Kore Private Wealth sold out of iShares Morningstar US Equity ETF (ILCB) in Q3 2020, closing a stake of 1,792 shares — an estimated $78K sold.

Kore Private Wealth first reported a position in ILCB in Q1 2020 and held it in 2 quarters. The position peaked at $114K in Q1 2020. 114 funds tracked by Wall St. Rank hold ILCB as of Q3 2020.

  • Kore Private Wealth reported no remaining iShares Morningstar US Equity ETF position as of Q3 2020 after selling out during the quarter.
  • Kore Private Wealth sold 1,792 iShares Morningstar US Equity ETF shares in Q3 2020, an estimated $78K.
  • Kore Private Wealth first reported a position in iShares Morningstar US Equity ETF in Q1 2020 and held it in 2 quarters.
  • Kore Private Wealth's iShares Morningstar US Equity ETF position peaked at $114K in Q1 2020.
  • 114 funds tracked by Wall St. Rank held iShares Morningstar US Equity ETF as of Q3 2020.

Based on Kore Private Wealth's 13F filing for Q3 2020, filed 13 Nov 2020.