Meristem Family Wealth’s iShares Morningstar Mid-Cap Growth ETF IMCG Stock Holding History

Meristem Family Wealth’s Portfolio IMCG Stock Details IMCG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q1	–	Sell	-4,800	Closed	-$352K	–	372
2021 Q4	$352K	Hold	4,800	–	–	0.03%	278
2021 Q3	$331K	Hold	4,800	–	–	0.03%	296
2021 Q2	$331K	Hold	4,800	–	–	0.05%	239
2021 Q1	$303K	Hold	4,800	–	–	0.06%	179
2020 Q4	$306K	Hold	4,800	–	–	0.06%	169
2020 Q3	$256K	Hold	4,800	–	–	0.07%	159
2020 Q2	$235K	Buy	+4,800	New	+$211K	0.06%	163
2020 Q1	–	Sell	-4,800	Closed	-$210K	–	201
2019 Q4	$210K	Buy	+4,800	New	+$201K	0.05%	183

Other funds holding IMCG

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

BWL

Bogart Wealth LLC Mclean, Virginia $2.92B AUM 23.85% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

CFD

Creative Financial Designs Kokomo, Indiana $2.1B AUM 23.1% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Meristem Family Wealth's IMCG Position: Q1 2022 in Review

Meristem Family Wealth sold out of iShares Morningstar Mid-Cap Growth ETF (IMCG) in Q1 2022, closing a stake of 4,800 shares — an estimated $352K sold.

Meristem Family Wealth first reported a position in IMCG in Q4 2019 and held it in 8 quarters. The position peaked at $352K in Q4 2021. 221 funds tracked by Wall St. Rank hold IMCG as of Q1 2022.

Meristem Family Wealth reported no remaining iShares Morningstar Mid-Cap Growth ETF position as of Q1 2022 after selling out during the quarter.
Meristem Family Wealth sold 4,800 iShares Morningstar Mid-Cap Growth ETF shares in Q1 2022, an estimated $352K.
Meristem Family Wealth first reported a position in iShares Morningstar Mid-Cap Growth ETF in Q4 2019 and held it in 8 quarters.
Meristem Family Wealth's iShares Morningstar Mid-Cap Growth ETF position peaked at $352K in Q4 2021.
221 funds tracked by Wall St. Rank held iShares Morningstar Mid-Cap Growth ETF as of Q1 2022.

Based on Meristem Family Wealth's 13F filing for Q1 2022, filed 11 May 2022.