MCF Advisors’s iShares Core S&P US Growth ETF IUSG Stock Holding History

MCF Advisors’s Portfolio IUSG Stock Details IUSG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q3	–	Sell	-605	Closed	-$51K	–	846
2022 Q2	$51K	Hold	605	–	–	0.01%	314
2022 Q1	$64K	Buy	+605	New	+$62.9K	0.01%	300
2021 Q4	–	Sell	-331	Closed	-$34K	–	362
2021 Q3	$34K	Buy	+331	New	+$35K	﹤0.01%	348
2017 Q1	–	Sell	-418	Closed	-$18K	–	467
2016 Q4	$18K	Sell	418 -3,039	-88%	-$129K	﹤0.01%	276
2016 Q3	$147K	Buy	3,457 +991	+40%	+$42K	0.03%	112
2016 Q2	$101K	Buy	2,466 +206	+9%	+$8.36K	0.02%	152
2016 Q1	$92K	Buy	+2,260	New	+$86.7K	0.02%	136

Other funds holding IUSG

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

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

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

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

JMPWA

JP Morgan Private Wealth Advisors San Francisco, California $35B AUM 24.26% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

BTI

Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return

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

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

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

MCF Advisors's IUSG Position: Q3 2022 in Review

MCF Advisors sold out of iShares Core S&P US Growth ETF (IUSG) in Q3 2022, closing a stake of 605 shares — an estimated $51K sold.

MCF Advisors first reported a position in IUSG in Q1 2016 and held it in 7 quarters. The position peaked at $147K in Q3 2016. 513 funds tracked by Wall St. Rank hold IUSG as of Q3 2022.

MCF Advisors reported no remaining iShares Core S&P US Growth ETF position as of Q3 2022 after selling out during the quarter.
MCF Advisors sold 605 iShares Core S&P US Growth ETF shares in Q3 2022, an estimated $51K.
MCF Advisors first reported a position in iShares Core S&P US Growth ETF in Q1 2016 and held it in 7 quarters.
MCF Advisors's iShares Core S&P US Growth ETF position peaked at $147K in Q3 2016.
513 funds tracked by Wall St. Rank held iShares Core S&P US Growth ETF as of Q3 2022.

Based on MCF Advisors's 13F filing for Q3 2022, filed 9 Nov 2022.