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

Total Clarity 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 Q3	–	Sell	-1,520	Closed	-$76K	–	577
2022 Q2	$76K	Buy	+1,520	New	+$84.3K	0.04%	351
2022 Q1	–	Sell	-6,130	Closed	-$440K	–	537
2021 Q4	$440K	Sell	6,130 -1,975	-24%	-$139K	0.2%	112
2021 Q3	$531K	Buy	8,105 +730	+10%	+$49.3K	0.25%	98
2021 Q2	$478K	Sell	7,375 -165	-2%	-$10.1K	0.27%	105
2021 Q1	$435K	Sell	7,540 -995	-12%	-$58.2K	0.25%	100
2020 Q4	$495K	Sell	8,535 -690	-7%	-$38.3K	0.34%	79
2020 Q3	$493K	Buy	9,225 +280	+3%	+$14.4K	0.43%	65
2020 Q2	$419K	Sell	8,945 -1,725	-16%	-$75K	0.38%	70
2020 Q1	$396K	Sell	10,670 -1,935	-15%	-$80.9K	0.61%	56
2019 Q4	$529K	Buy	+12,605	New	+$501K	0.4%	57

Other funds holding ILCG

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

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

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

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

FWP

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

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

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

AAS

Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return

Total Clarity Wealth Management's ILCG Position: Q3 2022 in Review

Total Clarity Wealth Management sold out of iShares Morningstar Growth ETF (ILCG) in Q3 2022, closing a stake of 1,520 shares — an estimated $76K sold.

Total Clarity Wealth Management first reported a position in ILCG in Q4 2019 and held it in 10 quarters. The position peaked at $531K in Q3 2021. 183 funds tracked by Wall St. Rank hold ILCG as of Q3 2022.

Total Clarity Wealth Management reported no remaining iShares Morningstar Growth ETF position as of Q3 2022 after selling out during the quarter.
Total Clarity Wealth Management sold 1,520 iShares Morningstar Growth ETF shares in Q3 2022, an estimated $76K.
Total Clarity Wealth Management first reported a position in iShares Morningstar Growth ETF in Q4 2019 and held it in 10 quarters.
Total Clarity Wealth Management's iShares Morningstar Growth ETF position peaked at $531K in Q3 2021.
183 funds tracked by Wall St. Rank held iShares Morningstar Growth ETF as of Q3 2022.

Based on Total Clarity Wealth Management's 13F filing for Q3 2022, filed 4 Nov 2022.