TI
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Truehand Inc’s iShares Morningstar US Equity ETF ILCB Stock Holding History

Truehand Inc’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
2021
Q4 		$146K Hold
2,200
– – 0.09% 90
2021
Q3 		$133K Hold
2,200
– – 0.08% 93
2021
Q2 		$134K Hold
2,200
– – 0.08% 93
2021
Q1 		$123K Sell
2,200
-540
-20% -$29.7K 0.08% 96
2020
Q4 		$149K Hold
2,740
– – 0.1% 87
2020
Q3 		$134K Hold
2,740
– – 0.1% 85
2020
Q2 		$120K Buy
+2,740
New +$113K 0.09% 87

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

Truehand Inc's ILCB Position: Q4 2021 in Review

Truehand Inc held its iShares Morningstar US Equity ETF (ILCB) position steady in Q4 2021 at 2,200 shares worth $146K. The position accounts for 0.09% of the portfolio, ranked #90.

Truehand Inc first reported a position in ILCB in Q2 2020 and has held it in 7 quarters since. The position peaked at $149K in Q4 2020. 139 funds tracked by Wall St. Rank hold ILCB as of Q4 2021.

  • Truehand Inc held 2,200 shares of iShares Morningstar US Equity ETF worth $146K as of Q4 2021.
  • Truehand Inc left its iShares Morningstar US Equity ETF share count unchanged in Q4 2021.
  • iShares Morningstar US Equity ETF made up 0.09% of Truehand Inc's portfolio in Q4 2021, its #90 holding.
  • Truehand Inc first reported a position in iShares Morningstar US Equity ETF in Q2 2020 and has held it in 7 quarters since.
  • Truehand Inc's iShares Morningstar US Equity ETF position peaked at $149K in Q4 2020.
  • 139 funds tracked by Wall St. Rank held iShares Morningstar US Equity ETF as of Q4 2021.

Based on Truehand Inc's 13F filing for Q4 2021, filed 9 Feb 2022.