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Marco Investment Management’s iShares Morningstar Growth ETF ILCG Stock Holding History

Marco Investment Management’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
2019
Q3 		– Sell
-5,290
Closed -$203K – 175
2019
Q2 		$203K Sell
5,290
-655
-11% -$24.5K 0.04% 173
2019
Q1 		$217K Buy
+5,945
New +$207K 0.04% 165
2018
Q4 		– Sell
-5,945
Closed -$221K – 179
2018
Q3 		$221K Hold
5,945
– – 0.03% 172
2018
Q2 		$208K Buy
+5,945
New +$202K 0.03% 171

Other funds holding ILCG

Axa
Axa Paris, France $256M AUM 25.01% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
CA
Clearstead Advisors Cleveland, Ohio $10.9B AUM 18.41% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
GG
GenWealth Group Maplewood, New Jersey $642M AUM 20.77% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Marco Investment Management's ILCG Position: Q3 2019 in Review

Marco Investment Management sold out of iShares Morningstar Growth ETF (ILCG) in Q3 2019, closing a stake of 5,290 shares — an estimated $203K sold.

Marco Investment Management first reported a position in ILCG in Q2 2018 and held it in 4 quarters. The position peaked at $221K in Q3 2018. 128 funds tracked by Wall St. Rank hold ILCG as of Q3 2019.

  • Marco Investment Management reported no remaining iShares Morningstar Growth ETF position as of Q3 2019 after selling out during the quarter.
  • Marco Investment Management sold 5,290 iShares Morningstar Growth ETF shares in Q3 2019, an estimated $203K.
  • Marco Investment Management first reported a position in iShares Morningstar Growth ETF in Q2 2018 and held it in 4 quarters.
  • Marco Investment Management's iShares Morningstar Growth ETF position peaked at $221K in Q3 2018.
  • 128 funds tracked by Wall St. Rank held iShares Morningstar Growth ETF as of Q3 2019.

Based on Marco Investment Management's 13F filing for Q3 2019, filed 12 Nov 2019.