Rehmann Capital Advisory Group’s iShares Morningstar Growth ETF ILCG Stock Holding History

Rehmann Capital Advisory Group’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
2019 Q3	–	Sell	-2,975	Closed	-$114K	–	1891
2019 Q2	$114K	Hold	2,975	–	–	0.01%	577
2019 Q1	$109K	Buy	+2,975	New	+$104K	0.01%	566
2018 Q4	–	Sell	-3,680	Closed	-$137K	–	1974
2018 Q3	$137K	Buy	3,680 +5	+0.1%	+$181	0.02%	504
2018 Q2	$128K	Hold	3,675	–	–	0.02%	489
2018 Q1	$120K	Buy	+3,675	New	+$122K	0.02%	495
2014 Q1	–	Sell	-10,675	Closed	-$213K	–	334
2013 Q4	$213K	Buy	+10,675	New	+$202K	0.06%	270

Other funds holding ILCG

Axa Paris, France $256M AUM 25.01% 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

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

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

Clearstead Advisors Cleveland, Ohio $10.9B AUM 18.41% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

GenWealth Group Maplewood, New Jersey $642M AUM 20.77% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Rehmann Capital Advisory Group's ILCG Position: Q3 2019 in Review

Rehmann Capital Advisory Group sold out of iShares Morningstar Growth ETF (ILCG) in Q3 2019, closing a stake of 2,975 shares — an estimated $114K sold.

Rehmann Capital Advisory Group first reported a position in ILCG in Q4 2013 and held it in 6 quarters. The position peaked at $213K in Q4 2013. 128 funds tracked by Wall St. Rank hold ILCG as of Q3 2019.

Rehmann Capital Advisory Group reported no remaining iShares Morningstar Growth ETF position as of Q3 2019 after selling out during the quarter.
Rehmann Capital Advisory Group sold 2,975 iShares Morningstar Growth ETF shares in Q3 2019, an estimated $114K.
Rehmann Capital Advisory Group first reported a position in iShares Morningstar Growth ETF in Q4 2013 and held it in 6 quarters.
Rehmann Capital Advisory Group's iShares Morningstar Growth ETF position peaked at $213K in Q4 2013.
128 funds tracked by Wall St. Rank held iShares Morningstar Growth ETF as of Q3 2019.

Based on Rehmann Capital Advisory Group's 13F filing for Q3 2019, filed 2 Jan 2020.