UBS AM
ILCG icon

UBS AM’s iShares Morningstar Growth ETF ILCG Stock Holding History

UBS AM’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
2019
Q4 		– Sell
-2,350
Closed -$90K – 2676
2019
Q3 		$90K Hold
2,350
– – ﹤0.01% 2673
2019
Q2 		$90.2K Buy
+2,350
New +$87.8K ﹤0.01% 2654

Other funds holding ILCG

EH
Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
CA
Clearstead Advisors Cleveland, Ohio $10.9B AUM 18.41% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
GG
GenWealth Group Maplewood, New Jersey $642M AUM 20.77% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

UBS AM's ILCG Position: Q4 2019 in Review

UBS AM sold out of iShares Morningstar Growth ETF (ILCG) in Q4 2019, closing a stake of 2,350 shares — an estimated $90K sold.

UBS AM first reported a position in ILCG in Q2 2019 and held it in 2 quarters. The position peaked at $90.2K in Q2 2019. 140 funds tracked by Wall St. Rank hold ILCG as of Q4 2019.

  • UBS AM reported no remaining iShares Morningstar Growth ETF position as of Q4 2019 after selling out during the quarter.
  • UBS AM sold 2,350 iShares Morningstar Growth ETF shares in Q4 2019, an estimated $90K.
  • UBS AM first reported a position in iShares Morningstar Growth ETF in Q2 2019 and held it in 2 quarters.
  • UBS AM's iShares Morningstar Growth ETF position peaked at $90.2K in Q2 2019.
  • 140 funds tracked by Wall St. Rank held iShares Morningstar Growth ETF as of Q4 2019.

Based on UBS AM's 13F filing for Q4 2019, filed 14 Feb 2020.