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Sandy Cove Advisors’s iShares Morningstar US Equity ETF ILCB Stock Holding History

Sandy Cove Advisors’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
2022
Q2 		– Sell
-315
Closed -$20K – 224
2022
Q1 		$20K Buy
+315
New +$19.5K 0.02% 285

Other funds holding ILCB

EH
Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
W
Wealthquest Cincinnati, Ohio $1.59B AUM 18.1% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
AAS
Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Sandy Cove Advisors's ILCB Position: Q2 2022 in Review

Sandy Cove Advisors sold out of iShares Morningstar US Equity ETF (ILCB) in Q2 2022, closing a stake of 315 shares — an estimated $20K sold.

Sandy Cove Advisors first reported a position in ILCB in Q1 2022 and held it in 1 quarter. The position peaked at $20K in Q1 2022. 124 funds tracked by Wall St. Rank hold ILCB as of Q2 2022.

  • Sandy Cove Advisors reported no remaining iShares Morningstar US Equity ETF position as of Q2 2022 after selling out during the quarter.
  • Sandy Cove Advisors sold 315 iShares Morningstar US Equity ETF shares in Q2 2022, an estimated $20K.
  • Sandy Cove Advisors first reported a position in iShares Morningstar US Equity ETF in Q1 2022 and held it in 1 quarter.
  • Sandy Cove Advisors's iShares Morningstar US Equity ETF position peaked at $20K in Q1 2022.
  • 124 funds tracked by Wall St. Rank held iShares Morningstar US Equity ETF as of Q2 2022.

Based on Sandy Cove Advisors's 13F filing for Q2 2022, filed 11 Aug 2022.