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OneDigital Investment Advisors’s iShares Morningstar Growth ETF ILCG Stock Holding History

OneDigital Investment Advisors’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
2022
Q3 		– Sell
-4,693
Closed -$235K – 775
2022
Q2 		$235K Sell
4,693
-3,450
-42% -$191K 0.01% 616
2022
Q1 		$529K Buy
8,143
+3,597
+79% +$230K 0.02% 428
2021
Q4 		$326K Sell
4,546
-7,063
-61% -$497K 0.01% 575
2021
Q3 		$761K Buy
11,609
+7,909
+214% +$534K 0.03% 322
2021
Q2 		$240K Buy
+3,700
New +$227K 0.01% 622

Other funds holding ILCG

EH
Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CT
Clearstead Trust Portland, Maine $613M AUM 25.73% 1-Year Est. Return
FWP
FAS Wealth Partners Leawood, Kansas $1.92B AUM 26.86% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
AAS
Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return

OneDigital Investment Advisors's ILCG Position: Q3 2022 in Review

OneDigital Investment Advisors sold out of iShares Morningstar Growth ETF (ILCG) in Q3 2022, closing a stake of 4,693 shares — an estimated $235K sold.

OneDigital Investment Advisors first reported a position in ILCG in Q2 2021 and held it in 5 quarters. The position peaked at $761K in Q3 2021. 183 funds tracked by Wall St. Rank hold ILCG as of Q3 2022.

  • OneDigital Investment Advisors reported no remaining iShares Morningstar Growth ETF position as of Q3 2022 after selling out during the quarter.
  • OneDigital Investment Advisors sold 4,693 iShares Morningstar Growth ETF shares in Q3 2022, an estimated $235K.
  • OneDigital Investment Advisors first reported a position in iShares Morningstar Growth ETF in Q2 2021 and held it in 5 quarters.
  • OneDigital Investment Advisors's iShares Morningstar Growth ETF position peaked at $761K in Q3 2021.
  • 183 funds tracked by Wall St. Rank held iShares Morningstar Growth ETF as of Q3 2022.

Based on OneDigital Investment Advisors's 13F filing for Q3 2022, filed 8 Nov 2022.