UAG
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United Advisor Group’s iShares Morningstar Growth ETF ILCG Stock Holding History

United Advisor Group’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
2024
Q3 		– Sell
-2,457
Closed -$200K – 348
2024
Q2 		$200K Buy
+2,457
New +$188K 0.06% 258

Other funds holding ILCG

EH
Equitable Holdings New York $15.5B AUM 19.09% 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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
FWP
FAS Wealth Partners Leawood, Kansas $1.61B AUM 19.97% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CT
Clearstead Trust Portland, Maine $613M AUM 25.73% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
AAS
Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

United Advisor Group's ILCG Position: Q3 2024 in Review

United Advisor Group sold out of iShares Morningstar Growth ETF (ILCG) in Q3 2024, closing a stake of 2,457 shares — an estimated $200K sold.

United Advisor Group first reported a position in ILCG in Q2 2024 and held it in 1 quarter. The position peaked at $200K in Q2 2024. 252 funds tracked by Wall St. Rank hold ILCG as of Q3 2024.

  • United Advisor Group reported no remaining iShares Morningstar Growth ETF position as of Q3 2024 after selling out during the quarter.
  • United Advisor Group sold 2,457 iShares Morningstar Growth ETF shares in Q3 2024, an estimated $200K.
  • United Advisor Group first reported a position in iShares Morningstar Growth ETF in Q2 2024 and held it in 1 quarter.
  • United Advisor Group's iShares Morningstar Growth ETF position peaked at $200K in Q2 2024.
  • 252 funds tracked by Wall St. Rank held iShares Morningstar Growth ETF as of Q3 2024.

Based on United Advisor Group's 13F filing for Q3 2024, filed 30 Oct 2024.