Liberty Wealth Management’s iShares Morningstar US Equity ETF ILCB Stock Holding History

Liberty Wealth Management’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
2021 Q4	–	Sell	-1,112	Closed	-$67K	–	611
2021 Q3	$67K	Hold	1,112	–	–	0.02%	368
2021 Q2	$68K	Hold	1,112	–	–	0.03%	268
2021 Q1	$59K	Hold	1,112	–	–	0.03%	252
2020 Q4	$59K	Hold	1,112	–	–	0.03%	250
2020 Q3	$54K	Hold	1,112	–	–	0.03%	219
2020 Q2	$49K	Hold	1,112	–	–	0.03%	226
2020 Q1	$41K	Hold	1,112	–	–	0.04%	233
2019 Q4	$51K	Hold	1,112	–	–	0.04%	242
2019 Q3	$47K	Hold	1,112	–	–	0.04%	234
2019 Q2	$46K	Hold	1,112	–	–	0.04%	256
2019 Q1	$44K	Hold	1,112	–	–	0.03%	215
2018 Q4	$39K	Buy	+1,112	New	+$43.4K	0.03%	214

Other funds holding ILCB

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

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

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

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

AAS

Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return

Liberty Wealth Management's ILCB Position: Q4 2021 in Review

Liberty Wealth Management sold out of iShares Morningstar US Equity ETF (ILCB) in Q4 2021, closing a stake of 1,112 shares — an estimated $67K sold.

Liberty Wealth Management first reported a position in ILCB in Q4 2018 and held it in 12 quarters. The position peaked at $68K in Q2 2021. 139 funds tracked by Wall St. Rank hold ILCB as of Q4 2021.

Liberty Wealth Management reported no remaining iShares Morningstar US Equity ETF position as of Q4 2021 after selling out during the quarter.
Liberty Wealth Management sold 1,112 iShares Morningstar US Equity ETF shares in Q4 2021, an estimated $67K.
Liberty Wealth Management first reported a position in iShares Morningstar US Equity ETF in Q4 2018 and held it in 12 quarters.
Liberty Wealth Management's iShares Morningstar US Equity ETF position peaked at $68K in Q2 2021.
139 funds tracked by Wall St. Rank held iShares Morningstar US Equity ETF as of Q4 2021.

Based on Liberty Wealth Management's 13F filing for Q4 2021, filed 15 Feb 2022.