National Bank of Canada’s iShares Morningstar Mid-Cap Growth ETF IMCG Stock Holding History

National Bank of Canada’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
2023 Q4	–	Sell	-178	Closed	-$10.1K	–	2803
2023 Q3	$10.1K	Hold	178	–	–	﹤0.01%	2193
2023 Q2	$10.8K	Hold	178	–	–	﹤0.01%	2164
2023 Q1	$10.2K	Hold	178	–	–	﹤0.01%	2130
2022 Q4	$9.58K	Buy	+178	New	+$9.59K	﹤0.01%	2195

Other funds holding IMCG

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

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

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

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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

CFD

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

RJFSA

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

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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

National Bank of Canada's IMCG Position: Q4 2023 in Review

National Bank of Canada sold out of iShares Morningstar Mid-Cap Growth ETF (IMCG) in Q4 2023, closing a stake of 178 shares — an estimated $10.1K sold.

National Bank of Canada first reported a position in IMCG in Q4 2022 and held it in 4 quarters. The position peaked at $10.8K in Q2 2023. 296 funds tracked by Wall St. Rank hold IMCG as of Q4 2023.

National Bank of Canada reported no remaining iShares Morningstar Mid-Cap Growth ETF position as of Q4 2023 after selling out during the quarter.
National Bank of Canada sold 178 iShares Morningstar Mid-Cap Growth ETF shares in Q4 2023, an estimated $10.1K.
National Bank of Canada first reported a position in iShares Morningstar Mid-Cap Growth ETF in Q4 2022 and held it in 4 quarters.
National Bank of Canada's iShares Morningstar Mid-Cap Growth ETF position peaked at $10.8K in Q2 2023.
296 funds tracked by Wall St. Rank held iShares Morningstar Mid-Cap Growth ETF as of Q4 2023.

Based on National Bank of Canada's 13F filing for Q4 2023, filed 6 Feb 2024.