Retireful LLC’s iShares Morningstar Growth ETF ILCG Stock Holding History

Retireful LLC’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 Q2	–	Sell	-10,925	Closed	-$621K	–	13
2022 Q1	$621K	Buy	+10,925	New	+$697K	14.93%	1

Other funds holding ILCG

Equitable Holdings New York $15.5B AUM 19.09% 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

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

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

FWP

FAS Wealth Partners Leawood, Kansas $1.61B AUM 19.97% 1-Year Est. Return

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

Wealthquest Cincinnati, Ohio $1.41B AUM 14.87% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

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

Retireful LLC's ILCG Position: Q2 2022 in Review

Retireful LLC sold out of iShares Morningstar Growth ETF (ILCG) in Q2 2022, closing a stake of 10,925 shares — an estimated $621K sold.

Retireful LLC first reported a position in ILCG in Q1 2022 and held it in 1 quarter. The position peaked at $621K in Q1 2022. 193 funds tracked by Wall St. Rank hold ILCG as of Q2 2022.

Retireful LLC reported no remaining iShares Morningstar Growth ETF position as of Q2 2022 after selling out during the quarter.
Retireful LLC sold 10,925 iShares Morningstar Growth ETF shares in Q2 2022, an estimated $621K.
Retireful LLC first reported a position in iShares Morningstar Growth ETF in Q1 2022 and held it in 1 quarter.
Retireful LLC's iShares Morningstar Growth ETF position peaked at $621K in Q1 2022.
193 funds tracked by Wall St. Rank held iShares Morningstar Growth ETF as of Q2 2022.

Based on Retireful LLC's 13F filing for Q2 2022, filed 22 Jul 2022.