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

Tiedemann 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
2019 Q4	–	Sell	-23,668	Closed	-$994K	–	315
2019 Q3	$994K	Hold	23,668	–	–	0.05%	173
2019 Q2	$980K	Hold	23,668	–	–	0.05%	156
2019 Q1	$947K	Hold	23,668	–	–	0.04%	223
2018 Q4	$844K	Hold	23,668	–	–	0.04%	225
2018 Q3	$999K	Sell	23,668 -128	-0.5%	-$5.23K	0.06%	168
2018 Q2	$922K	Sell	23,796 -2,128	-8%	-$82.8K	0.06%	171
2018 Q1	$994K	Buy	+25,924	New	+$1.04M	0.07%	148

Other funds holding ILCB

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

Tiedemann Advisors's ILCB Position: Q4 2019 in Review

Tiedemann Advisors sold out of iShares Morningstar US Equity ETF (ILCB) in Q4 2019, closing a stake of 23,668 shares — an estimated $994K sold.

Tiedemann Advisors first reported a position in ILCB in Q1 2018 and held it in 7 quarters. The position peaked at $999K in Q3 2018. 120 funds tracked by Wall St. Rank hold ILCB as of Q4 2019.

Tiedemann Advisors reported no remaining iShares Morningstar US Equity ETF position as of Q4 2019 after selling out during the quarter.
Tiedemann Advisors sold 23,668 iShares Morningstar US Equity ETF shares in Q4 2019, an estimated $994K.
Tiedemann Advisors first reported a position in iShares Morningstar US Equity ETF in Q1 2018 and held it in 7 quarters.
Tiedemann Advisors's iShares Morningstar US Equity ETF position peaked at $999K in Q3 2018.
120 funds tracked by Wall St. Rank held iShares Morningstar US Equity ETF as of Q4 2019.

Based on Tiedemann Advisors's 13F filing for Q4 2019, filed 12 Feb 2020.