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Seaview Investment Managers’s iShares Morningstar Growth ETF ILCG Stock Holding History

Seaview Investment Managers’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
2021
Q2 		– Sell
-3,560
Closed -$205K – 88
2021
Q1 		$205K Sell
3,560
-27,755
-89% -$1.62M 0.15% 66
2020
Q4 		$1.81M Sell
31,315
-3,505
-10% -$194K 1.27% 27
2020
Q3 		$1.78M Buy
+34,820
New +$1.79M 1.64% 27

Other funds holding ILCG

EH
Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
FWP
FAS Wealth Partners Leawood, Kansas $1.61B AUM 19.97% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
CA
Clearstead Advisors Cleveland, Ohio $10.9B AUM 18.41% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Seaview Investment Managers's ILCG Position: Q2 2021 in Review

Seaview Investment Managers sold out of iShares Morningstar Growth ETF (ILCG) in Q2 2021, closing a stake of 3,560 shares — an estimated $205K sold.

Seaview Investment Managers first reported a position in ILCG in Q3 2020 and held it in 3 quarters. The position peaked at $1.81M in Q4 2020. 177 funds tracked by Wall St. Rank hold ILCG as of Q2 2021.

  • Seaview Investment Managers reported no remaining iShares Morningstar Growth ETF position as of Q2 2021 after selling out during the quarter.
  • Seaview Investment Managers sold 3,560 iShares Morningstar Growth ETF shares in Q2 2021, an estimated $205K.
  • Seaview Investment Managers first reported a position in iShares Morningstar Growth ETF in Q3 2020 and held it in 3 quarters.
  • Seaview Investment Managers's iShares Morningstar Growth ETF position peaked at $1.81M in Q4 2020.
  • 177 funds tracked by Wall St. Rank held iShares Morningstar Growth ETF as of Q2 2021.

Based on Seaview Investment Managers's 13F filing for Q2 2021, filed 30 Jul 2021.