Legacy Financial Advisors’s iShares Morningstar Mid-Cap ETF IMCB Stock Holding History

Legacy Financial Advisors’s Portfolio IMCB Stock Details IMCB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q4	–	Sell	-9,776	Closed	-$483K	–	114
2019 Q3	$483K	Hold	9,776	–	–	0.16%	62
2019 Q2	$474K	Hold	9,776	–	–	0.17%	62
2019 Q1	$459K	Hold	9,776	–	–	0.16%	64
2018 Q4	$395K	Buy	+9,776	New	+$429K	0.15%	62

Other funds holding IMCB

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

MTC

Matrix Trust Company Denver, Colorado $690M AUM 19.61% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Legacy Financial Advisors's IMCB Position: Q4 2019 in Review

Legacy Financial Advisors sold out of iShares Morningstar Mid-Cap ETF (IMCB) in Q4 2019, closing a stake of 9,776 shares — an estimated $483K sold.

Legacy Financial Advisors first reported a position in IMCB in Q4 2018 and held it in 4 quarters. The position peaked at $483K in Q3 2019. 127 funds tracked by Wall St. Rank hold IMCB as of Q4 2019.

Legacy Financial Advisors reported no remaining iShares Morningstar Mid-Cap ETF position as of Q4 2019 after selling out during the quarter.
Legacy Financial Advisors sold 9,776 iShares Morningstar Mid-Cap ETF shares in Q4 2019, an estimated $483K.
Legacy Financial Advisors first reported a position in iShares Morningstar Mid-Cap ETF in Q4 2018 and held it in 4 quarters.
Legacy Financial Advisors's iShares Morningstar Mid-Cap ETF position peaked at $483K in Q3 2019.
127 funds tracked by Wall St. Rank held iShares Morningstar Mid-Cap ETF as of Q4 2019.

Based on Legacy Financial Advisors's 13F filing for Q4 2019, filed 27 Jan 2020.