Polaris Wealth Advisory Group’s iShares Morningstar US Equity ETF ILCB Stock Holding History

Polaris Wealth Advisory 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
2018 Q4	–	Sell	-400	Closed	-$17K	–	293
2018 Q3	$17K	Buy	+400	New	+$16.4K	﹤0.01%	340
2018 Q2	–	Sell	-400	Closed	-$15K	–	336
2018 Q1	$15K	Buy	+400	New	+$16K	﹤0.01%	321

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 $79.5B AUM 27.1% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

Polaris Wealth Advisory Group's ILCB Position: Q4 2018 in Review

Polaris Wealth Advisory Group sold out of iShares Morningstar US Equity ETF (ILCB) in Q4 2018, closing a stake of 400 shares — an estimated $17K sold.

Polaris Wealth Advisory Group first reported a position in ILCB in Q1 2018 and held it in 2 quarters. The position peaked at $17K in Q3 2018. 96 funds tracked by Wall St. Rank hold ILCB as of Q4 2018.

Polaris Wealth Advisory Group reported no remaining iShares Morningstar US Equity ETF position as of Q4 2018 after selling out during the quarter.
Polaris Wealth Advisory Group sold 400 iShares Morningstar US Equity ETF shares in Q4 2018, an estimated $17K.
Polaris Wealth Advisory Group first reported a position in iShares Morningstar US Equity ETF in Q1 2018 and held it in 2 quarters.
Polaris Wealth Advisory Group's iShares Morningstar US Equity ETF position peaked at $17K in Q3 2018.
96 funds tracked by Wall St. Rank held iShares Morningstar US Equity ETF as of Q4 2018.

Based on Polaris Wealth Advisory Group's 13F filing for Q4 2018, filed 17 Jan 2019.