TD Waterhouse Canada’s iShares Morningstar Growth ETF ILCG Stock Holding History

TD Waterhouse Canada’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
2024 Q1	–	Sell	-1,891	Closed	-$124K	–	1844
2023 Q4	$124K	Sell	1,891 -643	-25%	-$40.7K	﹤0.01%	761
2023 Q3	$152K	Sell	2,534 -4,845	-66%	-$301K	﹤0.01%	688
2023 Q2	$459K	Sell	7,379 -3,364	-31%	-$193K	﹤0.01%	552
2023 Q1	$595K	Sell	10,743 -401	-4%	-$21K	0.01%	500
2022 Q4	$537K	Sell	11,144 -118	-1%	-$5.9K	0.01%	514
2022 Q3	$555K	Sell	11,262 -405	-3%	-$21.9K	0.01%	485
2022 Q2	$591K	Sell	11,667 -316	-3%	-$17.5K	0.01%	499
2022 Q1	$781K	Buy	11,983 +490	+4%	+$31.3K	0.01%	498
2021 Q4	$820K	Buy	+11,493	New	+$808K	0.01%	515

Other funds holding ILCG

Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

FWP

FAS Wealth Partners Leawood, Kansas $1.61B AUM 19.97% 1-Year Est. Return

TCMP

Thrive Capital Management (Pennsylvania) Fort Washington, Pennsylvania $456M AUM 13.52% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Clearstead Trust Portland, Maine $613M AUM 25.73% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

TD Waterhouse Canada's ILCG Position: Q1 2024 in Review

TD Waterhouse Canada sold out of iShares Morningstar Growth ETF (ILCG) in Q1 2024, closing a stake of 1,891 shares — an estimated $124K sold.

TD Waterhouse Canada first reported a position in ILCG in Q4 2021 and held it in 9 quarters. The position peaked at $820K in Q4 2021. 252 funds tracked by Wall St. Rank hold ILCG as of Q1 2024.

TD Waterhouse Canada reported no remaining iShares Morningstar Growth ETF position as of Q1 2024 after selling out during the quarter.
TD Waterhouse Canada sold 1,891 iShares Morningstar Growth ETF shares in Q1 2024, an estimated $124K.
TD Waterhouse Canada first reported a position in iShares Morningstar Growth ETF in Q4 2021 and held it in 9 quarters.
TD Waterhouse Canada's iShares Morningstar Growth ETF position peaked at $820K in Q4 2021.
252 funds tracked by Wall St. Rank held iShares Morningstar Growth ETF as of Q1 2024.

Based on TD Waterhouse Canada's 13F filing for Q1 2024, filed 10 May 2024.