NEXT Financial Holdings’s iShares Morningstar US Equity ETF ILCB Stock Holding History

NEXT Financial Holdings’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
2019 Q1	$13K	Buy	+316	New	+$12.1K	﹤0.01%	1055

Other funds holding ILCB

Axa Paris, France $256M AUM 25.01% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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

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

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

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

CWM

Cornerstone Wealth Management St. Peters, Missouri $2.33B AUM 25.21% 1-Year Est. Return

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

IDA

Intelligence Driven Advisers Carlsbad, California $574M AUM 16.47% 1-Year Est. Return

NEXT Financial Holdings's ILCB Position: Q1 2019 in Review

NEXT Financial Holdings opened a new position in iShares Morningstar US Equity ETF (ILCB) in Q1 2019: 316 shares worth $13K. The stake represents ﹤0.01% of the portfolio and ranks #1055 among its holdings.

100 funds tracked by Wall St. Rank hold ILCB as of Q1 2019.

NEXT Financial Holdings held 316 shares of iShares Morningstar US Equity ETF worth $13K as of Q1 2019.
iShares Morningstar US Equity ETF was a new NEXT Financial Holdings position in Q1 2019.
iShares Morningstar US Equity ETF made up ﹤0.01% of NEXT Financial Holdings's portfolio in Q1 2019, its #1055 holding.
100 funds tracked by Wall St. Rank held iShares Morningstar US Equity ETF as of Q1 2019.

Based on NEXT Financial Holdings's 13F filing for Q1 2019, filed 13 May 2019.