Meeder Asset Management’s iShares Morningstar Growth ETF ILCG Stock Holding History

Meeder Asset 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
2020 Q1	–	Sell	-500	Closed	-$21K	–	2409
2019 Q4	$21K	Hold	500	–	–	﹤0.01%	1333
2019 Q3	$19K	Buy	+500	New	+$19.4K	﹤0.01%	1330
2015 Q3	–	Sell	-5,435	Closed	-$129K	–	708
2015 Q2	$129K	Hold	5,435	–	–	0.01%	399
2015 Q1	$129K	Sell	5,435 -15	-0.3%	-$350	0.01%	435
2014 Q4	$123K	Buy	5,450 +3,320	+156%	+$73.5K	0.02%	386
2014 Q3	$46K	Buy	2,130 +280	+15%	+$6.07K	0.01%	316
2014 Q2	$39K	Sell	1,850 -4,300	-70%	-$87.8K	0.01%	288
2014 Q1	$123K	Buy	+6,150	New	+$123K	0.02%	278

Other funds holding ILCG

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

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

FWP

FAS Wealth Partners Leawood, Kansas $1.61B AUM 19.97% 1-Year Est. Return

Clearstead Advisors Cleveland, Ohio $10.9B AUM 18.41% 1-Year Est. Return

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

MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return

AdvisorShares Investments Bethesda, Maryland $549M AUM 32.58% 1-Year Est. Return

Meeder Asset Management's ILCG Position: Q1 2020 in Review

Meeder Asset Management sold out of iShares Morningstar Growth ETF (ILCG) in Q1 2020, closing a stake of 500 shares — an estimated $21K sold.

Meeder Asset Management first reported a position in ILCG in Q1 2014 and held it in 8 quarters. The position peaked at $129K in Q2 2015. 141 funds tracked by Wall St. Rank hold ILCG as of Q1 2020.

Meeder Asset Management reported no remaining iShares Morningstar Growth ETF position as of Q1 2020 after selling out during the quarter.
Meeder Asset Management sold 500 iShares Morningstar Growth ETF shares in Q1 2020, an estimated $21K.
Meeder Asset Management first reported a position in iShares Morningstar Growth ETF in Q1 2014 and held it in 8 quarters.
Meeder Asset Management's iShares Morningstar Growth ETF position peaked at $129K in Q2 2015.
141 funds tracked by Wall St. Rank held iShares Morningstar Growth ETF as of Q1 2020.

Based on Meeder Asset Management's 13F filing for Q1 2020, filed 15 May 2020.