U.S. Capital Wealth Advisors’s iShares Morningstar Growth ETF ILCG Stock Holding History

U.S. Capital Wealth Advisors’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
2023 Q1	–	Sell	-5,862	Closed	-$285K	–	1057
2022 Q4	$285K	Buy	+5,862	New	+$293K	0.01%	542

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

Clearstead Trust Portland, Maine $613M AUM 25.73% 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

FWP

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

AAS

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

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

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

U.S. Capital Wealth Advisors's ILCG Position: Q1 2023 in Review

U.S. Capital Wealth Advisors sold out of iShares Morningstar Growth ETF (ILCG) in Q1 2023, closing a stake of 5,862 shares — an estimated $285K sold.

U.S. Capital Wealth Advisors first reported a position in ILCG in Q4 2022 and held it in 1 quarter. The position peaked at $285K in Q4 2022. 204 funds tracked by Wall St. Rank hold ILCG as of Q1 2023.

U.S. Capital Wealth Advisors reported no remaining iShares Morningstar Growth ETF position as of Q1 2023 after selling out during the quarter.
U.S. Capital Wealth Advisors sold 5,862 iShares Morningstar Growth ETF shares in Q1 2023, an estimated $285K.
U.S. Capital Wealth Advisors first reported a position in iShares Morningstar Growth ETF in Q4 2022 and held it in 1 quarter.
U.S. Capital Wealth Advisors's iShares Morningstar Growth ETF position peaked at $285K in Q4 2022.
204 funds tracked by Wall St. Rank held iShares Morningstar Growth ETF as of Q1 2023.

Based on U.S. Capital Wealth Advisors's 13F filing for Q1 2023, filed 11 May 2023.