Moisand Fitzgerald Tamayo’s iShares Morningstar Growth ETF ILCG Stock Holding History

Moisand Fitzgerald Tamayo’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
2023 Q2	–	Sell	-1,000	Closed	-$55.4K	–	765
2023 Q1	$55.4K	Buy	+1,000	New	+$52.4K	0.01%	167
2022 Q1	–	Sell	-250	Closed	-$18K	–	576
2021 Q4	$18K	Hold	250	–	–	0.01%	212
2021 Q3	$16K	Hold	250	–	–	0.01%	215
2021 Q2	$16K	Buy	+250	New	+$15.3K	0.01%	225

Other funds holding ILCG

Equitable Holdings New York $16.7B AUM 24.23% 1-Year Est. Return

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

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

Clearstead Trust Portland, Maine $765M AUM 36.91% 1-Year Est. Return

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

FWP

FAS Wealth Partners Leawood, Kansas $1.92B AUM 26.86% 1-Year Est. Return

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

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

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

AAS

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

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

Moisand Fitzgerald Tamayo sold out of iShares Morningstar Growth ETF (ILCG) in Q2 2023, closing a stake of 1,000 shares — an estimated $55.4K sold.

Moisand Fitzgerald Tamayo first reported a position in ILCG in Q2 2021 and held it in 4 quarters. The position peaked at $55.4K in Q1 2023. 217 funds tracked by Wall St. Rank hold ILCG as of Q2 2023.

Moisand Fitzgerald Tamayo reported no remaining iShares Morningstar Growth ETF position as of Q2 2023 after selling out during the quarter.
Moisand Fitzgerald Tamayo sold 1,000 iShares Morningstar Growth ETF shares in Q2 2023, an estimated $55.4K.
Moisand Fitzgerald Tamayo first reported a position in iShares Morningstar Growth ETF in Q2 2021 and held it in 4 quarters.
Moisand Fitzgerald Tamayo's iShares Morningstar Growth ETF position peaked at $55.4K in Q1 2023.
217 funds tracked by Wall St. Rank held iShares Morningstar Growth ETF as of Q2 2023.

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