Moisand Fitzgerald Tamayo’s iShares Morningstar US Equity ETF ILCB Stock Holding History

Moisand Fitzgerald Tamayo’s Portfolio ILCB Stock Details ILCB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-800	Closed	-$45.1K	–	764
2023 Q1	$45.1K	Buy	+800	New	+$44K	0.01%	192
2022 Q1	–	Sell	-200	Closed	-$13K	–	575
2021 Q4	$13K	Hold	200	–	–	﹤0.01%	240
2021 Q3	$12K	Hold	200	–	–	﹤0.01%	236
2021 Q2	$12K	Buy	+200	New	+$11.8K	﹤0.01%	248

Other funds holding ILCB

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

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

AAS

Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

GIA

Gladstone Institutional Advisory Palm Beach Gardens, Florida $2.7B AUM 23.82% 1-Year Est. Return

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

Moisand Fitzgerald Tamayo's ILCB Position: Q2 2023 in Review

Moisand Fitzgerald Tamayo sold out of iShares Morningstar US Equity ETF (ILCB) in Q2 2023, closing a stake of 800 shares — an estimated $45.1K sold.

Moisand Fitzgerald Tamayo first reported a position in ILCB in Q2 2021 and held it in 4 quarters. The position peaked at $45.1K in Q1 2023. 139 funds tracked by Wall St. Rank hold ILCB as of Q2 2023.

Moisand Fitzgerald Tamayo reported no remaining iShares Morningstar US Equity ETF position as of Q2 2023 after selling out during the quarter.
Moisand Fitzgerald Tamayo sold 800 iShares Morningstar US Equity ETF shares in Q2 2023, an estimated $45.1K.
Moisand Fitzgerald Tamayo first reported a position in iShares Morningstar US Equity ETF in Q2 2021 and held it in 4 quarters.
Moisand Fitzgerald Tamayo's iShares Morningstar US Equity ETF position peaked at $45.1K in Q1 2023.
139 funds tracked by Wall St. Rank held iShares Morningstar US Equity ETF as of Q2 2023.

Based on Moisand Fitzgerald Tamayo's 13F filing for Q2 2023, filed 12 Jul 2023.