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IELG

Wealthfront’s ISHARES ENHANCED U.S. LARGE CAP ETF IELG Stock Holding History

Wealthfront’s Portfolio IELG Stock Details IELG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q1 		– Sell
-25
Closed -$1K – 1289
2014
Q4 		$1K Buy
+25
New +$781 ﹤0.01% 646

Other funds holding IELG

AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
BT
Beacon Trust Morristown, New Jersey $635M AUM 15.65% 1-Year Est. Return
EA
Efficient Advisors Mason, Ohio $1.41B AUM 13.81% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
NFG
Next Financial Group Houston, Texas $1.52B AUM 20.14% 1-Year Est. Return

Wealthfront's IELG Position: Q1 2015 in Review

Wealthfront sold out of ISHARES ENHANCED U.S. LARGE CAP ETF (IELG) in Q1 2015, closing a stake of 25 shares — an estimated $1K sold.

Wealthfront first reported a position in IELG in Q4 2014 and held it in 1 quarter. The position peaked at $1K in Q4 2014. 15 funds tracked by Wall St. Rank hold IELG as of Q1 2015.

  • Wealthfront reported no remaining ISHARES ENHANCED U.S. LARGE CAP ETF position as of Q1 2015 after selling out during the quarter.
  • Wealthfront sold 25 ISHARES ENHANCED U.S. LARGE CAP ETF shares in Q1 2015, an estimated $1K.
  • Wealthfront first reported a position in ISHARES ENHANCED U.S. LARGE CAP ETF in Q4 2014 and held it in 1 quarter.
  • Wealthfront's ISHARES ENHANCED U.S. LARGE CAP ETF position peaked at $1K in Q4 2014.
  • 15 funds tracked by Wall St. Rank held ISHARES ENHANCED U.S. LARGE CAP ETF as of Q1 2015.

Based on Wealthfront's 13F filing for Q1 2015, filed 14 May 2015.