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SOA Wealth Advisors’s iShares Morningstar US Equity ETF ILCB Stock Holding History

SOA Wealth 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
2024
Q1 		– Sell
-1,228
Closed -$80.8K – 914
2023
Q4 		$80.8K Hold
1,228
– – 0.02% 255
2023
Q3 		$72.3K Buy
+1,228
New +$75.3K 0.02% 254

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
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
AAS
Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

SOA Wealth Advisors's ILCB Position: Q1 2024 in Review

SOA Wealth Advisors sold out of iShares Morningstar US Equity ETF (ILCB) in Q1 2024, closing a stake of 1,228 shares — an estimated $80.8K sold.

SOA Wealth Advisors first reported a position in ILCB in Q3 2023 and held it in 2 quarters. The position peaked at $80.8K in Q4 2023. 153 funds tracked by Wall St. Rank hold ILCB as of Q1 2024.

  • SOA Wealth Advisors reported no remaining iShares Morningstar US Equity ETF position as of Q1 2024 after selling out during the quarter.
  • SOA Wealth Advisors sold 1,228 iShares Morningstar US Equity ETF shares in Q1 2024, an estimated $80.8K.
  • SOA Wealth Advisors first reported a position in iShares Morningstar US Equity ETF in Q3 2023 and held it in 2 quarters.
  • SOA Wealth Advisors's iShares Morningstar US Equity ETF position peaked at $80.8K in Q4 2023.
  • 153 funds tracked by Wall St. Rank held iShares Morningstar US Equity ETF as of Q1 2024.

Based on SOA Wealth Advisors's 13F filing for Q1 2024, filed 10 Apr 2024.