Madden Advisory Services’s iShares Morningstar Value ETF ILCV Stock Holding History

Madden Advisory Services’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
2017 Q2	–	Sell	-100	Closed	-$4K	–	158
2017 Q1	$4K	Buy	+100	New	+$4.8K	﹤0.01%	239
2015 Q4	–	Sell	-100	Closed	-$3K	–	176
2015 Q3	$3K	Hold	100	–	–	﹤0.01%	273
2015 Q2	$4K	Buy	+100	New	+$4.3K	﹤0.01%	264
2015 Q1	–	Sell	-100	Closed	-$4K	–	174
2014 Q4	$4K	Hold	100	–	–	﹤0.01%	263
2014 Q3	$4K	Hold	100	–	–	﹤0.01%	333
2014 Q2	$4K	Hold	100	–	–	﹤0.01%	315
2014 Q1	$4K	Hold	100	–	–	﹤0.01%	312
2013 Q4	$4K	Hold	100	–	–	﹤0.01%	271
2013 Q3	$4K	Hold	100	–	–	﹤0.01%	247
2013 Q2	$4K	Buy	+100	New	+$3.64K	﹤0.01%	261

Other funds holding ILCV

Axa Paris, France $256M AUM 25.01% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

GenWealth Group Maplewood, New Jersey $642M AUM 20.77% 1-Year Est. Return

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

SFI

SPC Financial Inc Rockville, Maryland $1.28B AUM 12.6% 1-Year Est. Return

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

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

Madden Advisory Services's ILCV Position: Q2 2017 in Review

Madden Advisory Services sold out of iShares Morningstar Value ETF (ILCV) in Q2 2017, closing a stake of 100 shares — an estimated $4K sold.

Madden Advisory Services first reported a position in ILCV in Q2 2013 and held it in 10 quarters. The position peaked at $4K in Q1 2017. 52 funds tracked by Wall St. Rank hold ILCV as of Q2 2017.

Madden Advisory Services reported no remaining iShares Morningstar Value ETF position as of Q2 2017 after selling out during the quarter.
Madden Advisory Services sold 100 iShares Morningstar Value ETF shares in Q2 2017, an estimated $4K.
Madden Advisory Services first reported a position in iShares Morningstar Value ETF in Q2 2013 and held it in 10 quarters.
Madden Advisory Services's iShares Morningstar Value ETF position peaked at $4K in Q1 2017.
52 funds tracked by Wall St. Rank held iShares Morningstar Value ETF as of Q2 2017.

Based on Madden Advisory Services's 13F filing for Q2 2017, filed 11 Aug 2017.