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Legacy Financial Strategies’s iShares Morningstar Growth ETF ILCG Stock Holding History

Legacy Financial Strategies’s Portfolio ILCG Stock Details ILCG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-5,105
Closed -$296K – 67
2020
Q4 		$296K Hold
5,105
– – 0.15% 56
2020
Q3 		$273K Sell
5,105
-1,480
-22% -$76.3K 0.16% 56
2020
Q2 		$309K Hold
6,585
– – 0.24% 51
2020
Q1 		$245K Sell
6,585
-16,355
-71% -$684K 0.23% 51
2019
Q4 		$963K Buy
+22,940
New +$912K 0.78% 19

Other funds holding ILCG

EH
Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
FWP
FAS Wealth Partners Leawood, Kansas $1.61B AUM 19.97% 1-Year Est. Return
CA
Clearstead Advisors Cleveland, Ohio $10.9B AUM 18.41% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Legacy Financial Strategies's ILCG Position: Q1 2021 in Review

Legacy Financial Strategies sold out of iShares Morningstar Growth ETF (ILCG) in Q1 2021, closing a stake of 5,105 shares — an estimated $296K sold.

Legacy Financial Strategies first reported a position in ILCG in Q4 2019 and held it in 5 quarters. The position peaked at $963K in Q4 2019. 178 funds tracked by Wall St. Rank hold ILCG as of Q1 2021.

  • Legacy Financial Strategies reported no remaining iShares Morningstar Growth ETF position as of Q1 2021 after selling out during the quarter.
  • Legacy Financial Strategies sold 5,105 iShares Morningstar Growth ETF shares in Q1 2021, an estimated $296K.
  • Legacy Financial Strategies first reported a position in iShares Morningstar Growth ETF in Q4 2019 and held it in 5 quarters.
  • Legacy Financial Strategies's iShares Morningstar Growth ETF position peaked at $963K in Q4 2019.
  • 178 funds tracked by Wall St. Rank held iShares Morningstar Growth ETF as of Q1 2021.

Based on Legacy Financial Strategies's 13F filing for Q1 2021, filed 7 May 2021.