LTI
ILCB icon

Laffer Tengler Investments’s iShares Morningstar US Equity ETF ILCB Stock Holding History

Laffer Tengler Investments’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
2023
Q1 		– Sell
-744
Closed -$39.2K – 426
2022
Q4 		$39.2K Buy
+744
New +$39.4K 0.01% 327

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
AAS
Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
GIA
Gladstone Institutional Advisory Palm Beach Gardens, Florida $2.7B AUM 23.82% 1-Year Est. Return

Laffer Tengler Investments's ILCB Position: Q1 2023 in Review

Laffer Tengler Investments sold out of iShares Morningstar US Equity ETF (ILCB) in Q1 2023, closing a stake of 744 shares — an estimated $39.2K sold.

Laffer Tengler Investments first reported a position in ILCB in Q4 2022 and held it in 1 quarter. The position peaked at $39.2K in Q4 2022. 126 funds tracked by Wall St. Rank hold ILCB as of Q1 2023.

  • Laffer Tengler Investments reported no remaining iShares Morningstar US Equity ETF position as of Q1 2023 after selling out during the quarter.
  • Laffer Tengler Investments sold 744 iShares Morningstar US Equity ETF shares in Q1 2023, an estimated $39.2K.
  • Laffer Tengler Investments first reported a position in iShares Morningstar US Equity ETF in Q4 2022 and held it in 1 quarter.
  • Laffer Tengler Investments's iShares Morningstar US Equity ETF position peaked at $39.2K in Q4 2022.
  • 126 funds tracked by Wall St. Rank held iShares Morningstar US Equity ETF as of Q1 2023.

Based on Laffer Tengler Investments's 13F filing for Q1 2023, filed 9 May 2023.