Legacy Investment Solutions’s iShares Morningstar Value ETF ILCV Stock Holding History

Legacy Investment Solutions’s Portfolio ILCV Stock Details ILCV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	$251	Buy	+3	New	+$249	﹤0.01%	703

Other funds holding ILCV

Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return

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

SCM

Steele Capital Management Dubuque, Iowa $2.41B AUM 16.65% 1-Year Est. Return

MTC

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

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

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

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

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

WCAMG

Woodard & Company Asset Management Group Bermuda Run, North Carolina $625M AUM 20% 1-Year Est. Return

Legacy Investment Solutions's ILCV Position: Q4 2024 in Review

Legacy Investment Solutions opened a new position in iShares Morningstar Value ETF (ILCV) in Q4 2024: 3 shares worth $251. The stake represents ﹤0.01% of the portfolio and ranks #703 among its holdings.

143 funds tracked by Wall St. Rank hold ILCV as of Q4 2024.

Legacy Investment Solutions held 3 shares of iShares Morningstar Value ETF worth $251 as of Q4 2024.
iShares Morningstar Value ETF was a new Legacy Investment Solutions position in Q4 2024.
iShares Morningstar Value ETF made up ﹤0.01% of Legacy Investment Solutions's portfolio in Q4 2024, its #703 holding.
143 funds tracked by Wall St. Rank held iShares Morningstar Value ETF as of Q4 2024.

Based on Legacy Investment Solutions's 13F filing for Q4 2024, filed 14 Feb 2025.