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Measured Wealth Private Client Group’s iShares Morningstar Value ETF ILCV Stock Holding History

Measured Wealth Private Client Group’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
2018
Q4 		– Sell
-1,680
Closed -$90K – 386
2018
Q3 		$90K Buy
+1,680
New +$89.2K 0.05% 252

Other funds holding ILCV

Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Axa
Axa Paris, France $256M AUM 25.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
GG
GenWealth Group Maplewood, New Jersey $642M AUM 20.77% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
SFI
SPC Financial Inc Rockville, Maryland $1.28B AUM 12.6% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Measured Wealth Private Client Group's ILCV Position: Q4 2018 in Review

Measured Wealth Private Client Group sold out of iShares Morningstar Value ETF (ILCV) in Q4 2018, closing a stake of 1,680 shares — an estimated $90K sold.

Measured Wealth Private Client Group first reported a position in ILCV in Q3 2018 and held it in 1 quarter. The position peaked at $90K in Q3 2018. 68 funds tracked by Wall St. Rank hold ILCV as of Q4 2018.

  • Measured Wealth Private Client Group reported no remaining iShares Morningstar Value ETF position as of Q4 2018 after selling out during the quarter.
  • Measured Wealth Private Client Group sold 1,680 iShares Morningstar Value ETF shares in Q4 2018, an estimated $90K.
  • Measured Wealth Private Client Group first reported a position in iShares Morningstar Value ETF in Q3 2018 and held it in 1 quarter.
  • Measured Wealth Private Client Group's iShares Morningstar Value ETF position peaked at $90K in Q3 2018.
  • 68 funds tracked by Wall St. Rank held iShares Morningstar Value ETF as of Q4 2018.

Based on Measured Wealth Private Client Group's 13F filing for Q4 2018, filed 7 Feb 2019.