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Snowden Capital Advisors’s iShares Morningstar Growth ETF ILCG Stock Holding History

Snowden Capital Advisors’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
Q3 		– Sell
-5,480
Closed -$355K – 884
2021
Q2 		$355K Buy
+5,480
New +$336K 0.02% 648

Other funds holding ILCG

EH
Equitable Holdings New York $15.5B AUM 19.09% 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
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
CA
Clearstead Advisors Cleveland, Ohio $10.9B AUM 18.41% 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

Snowden Capital Advisors's ILCG Position: Q3 2021 in Review

Snowden Capital Advisors sold out of iShares Morningstar Growth ETF (ILCG) in Q3 2021, closing a stake of 5,480 shares — an estimated $355K sold.

Snowden Capital Advisors first reported a position in ILCG in Q2 2021 and held it in 1 quarter. The position peaked at $355K in Q2 2021. 186 funds tracked by Wall St. Rank hold ILCG as of Q3 2021.

  • Snowden Capital Advisors reported no remaining iShares Morningstar Growth ETF position as of Q3 2021 after selling out during the quarter.
  • Snowden Capital Advisors sold 5,480 iShares Morningstar Growth ETF shares in Q3 2021, an estimated $355K.
  • Snowden Capital Advisors first reported a position in iShares Morningstar Growth ETF in Q2 2021 and held it in 1 quarter.
  • Snowden Capital Advisors's iShares Morningstar Growth ETF position peaked at $355K in Q2 2021.
  • 186 funds tracked by Wall St. Rank held iShares Morningstar Growth ETF as of Q3 2021.

Based on Snowden Capital Advisors's 13F filing for Q3 2021, filed 6 Feb 2024.