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NewSquare Capital’s iShares Morningstar Growth ETF ILCG Stock Holding History

NewSquare Capital’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
Q3 		– Sell
-285
Closed -$17.8K – 733
2023
Q2 		$17.8K Buy
+285
New +$16.4K ﹤0.01% 267

Other funds holding ILCG

EH
Equitable Holdings New York $15.5B AUM 19.09% 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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
FWP
FAS Wealth Partners Leawood, Kansas $1.61B AUM 19.97% 1-Year Est. Return
CA
Clearstead Advisors Cleveland, Ohio $10.9B AUM 18.41% 1-Year Est. Return
CT
Clearstead Trust Portland, Maine $613M AUM 25.73% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

NewSquare Capital's ILCG Position: Q3 2023 in Review

NewSquare Capital sold out of iShares Morningstar Growth ETF (ILCG) in Q3 2023, closing a stake of 285 shares — an estimated $17.8K sold.

NewSquare Capital first reported a position in ILCG in Q2 2023 and held it in 1 quarter. The position peaked at $17.8K in Q2 2023. 214 funds tracked by Wall St. Rank hold ILCG as of Q3 2023.

  • NewSquare Capital reported no remaining iShares Morningstar Growth ETF position as of Q3 2023 after selling out during the quarter.
  • NewSquare Capital sold 285 iShares Morningstar Growth ETF shares in Q3 2023, an estimated $17.8K.
  • NewSquare Capital first reported a position in iShares Morningstar Growth ETF in Q2 2023 and held it in 1 quarter.
  • NewSquare Capital's iShares Morningstar Growth ETF position peaked at $17.8K in Q2 2023.
  • 214 funds tracked by Wall St. Rank held iShares Morningstar Growth ETF as of Q3 2023.

Based on NewSquare Capital's 13F filing for Q3 2023, filed 3 Nov 2023.