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Nations Financial Group’s iShares Morningstar US Equity ETF ILCB Stock Holding History

Nations Financial Group’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
2022
Q1 		– Sell
-4,100
Closed -$272K – 543
2021
Q4 		$272K Buy
4,100
+500
+14% +$32.3K 0.04% 404
2021
Q3 		$218K Buy
+3,600
New +$225K 0.03% 411

Other funds holding ILCB

EH
Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
AAS
Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Nations Financial Group's ILCB Position: Q1 2022 in Review

Nations Financial Group sold out of iShares Morningstar US Equity ETF (ILCB) in Q1 2022, closing a stake of 4,100 shares — an estimated $272K sold.

Nations Financial Group first reported a position in ILCB in Q3 2021 and held it in 2 quarters. The position peaked at $272K in Q4 2021. 137 funds tracked by Wall St. Rank hold ILCB as of Q1 2022.

  • Nations Financial Group reported no remaining iShares Morningstar US Equity ETF position as of Q1 2022 after selling out during the quarter.
  • Nations Financial Group sold 4,100 iShares Morningstar US Equity ETF shares in Q1 2022, an estimated $272K.
  • Nations Financial Group first reported a position in iShares Morningstar US Equity ETF in Q3 2021 and held it in 2 quarters.
  • Nations Financial Group's iShares Morningstar US Equity ETF position peaked at $272K in Q4 2021.
  • 137 funds tracked by Wall St. Rank held iShares Morningstar US Equity ETF as of Q1 2022.

Based on Nations Financial Group's 13F filing for Q1 2022, filed 13 May 2022.