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Selective Wealth Management’s iShares Morningstar Growth ETF ILCG Stock Holding History

Selective Wealth Management’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
Q1 		– Sell
-255
Closed -$18K – 760
2021
Q4 		$18K Buy
+255
New +$17.9K 0.01% 423

Other funds holding ILCG

EH
Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
CA
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
Wells Fargo San Francisco, California $530B AUM 22.01% 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

Selective Wealth Management's ILCG Position: Q1 2022 in Review

Selective Wealth Management sold out of iShares Morningstar Growth ETF (ILCG) in Q1 2022, closing a stake of 255 shares — an estimated $18K sold.

Selective Wealth Management first reported a position in ILCG in Q4 2021 and held it in 1 quarter. The position peaked at $18K in Q4 2021. 203 funds tracked by Wall St. Rank hold ILCG as of Q1 2022.

  • Selective Wealth Management reported no remaining iShares Morningstar Growth ETF position as of Q1 2022 after selling out during the quarter.
  • Selective Wealth Management sold 255 iShares Morningstar Growth ETF shares in Q1 2022, an estimated $18K.
  • Selective Wealth Management first reported a position in iShares Morningstar Growth ETF in Q4 2021 and held it in 1 quarter.
  • Selective Wealth Management's iShares Morningstar Growth ETF position peaked at $18K in Q4 2021.
  • 203 funds tracked by Wall St. Rank held iShares Morningstar Growth ETF as of Q1 2022.

Based on Selective Wealth Management's 13F filing for Q1 2022, filed 20 Apr 2022.