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WealthShield Partners’s iShares Morningstar US Equity ETF ILCB Stock Holding History

WealthShield Partners’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
2019
Q1 		– Sell
-100
Closed -$4K – 277
2018
Q4 		$4K Hold
100
– – ﹤0.01% 223
2018
Q3 		$4K Sell
100
-336
-77% -$13.7K ﹤0.01% 232
2018
Q2 		$17K Hold
436
– – 0.01% 189
2018
Q1 		$17K Hold
436
– – 0.01% 185
2017
Q4 		$17K Buy
+436
New +$17K 0.01% 184

Other funds holding ILCB

Axa
Axa Paris, France $256M AUM 25.01% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CWM
Cornerstone Wealth Management St. Peters, Missouri $2.33B AUM 25.21% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
IDA
Intelligence Driven Advisers Carlsbad, California $574M AUM 16.47% 1-Year Est. Return

WealthShield Partners's ILCB Position: Q1 2019 in Review

WealthShield Partners sold out of iShares Morningstar US Equity ETF (ILCB) in Q1 2019, closing a stake of 100 shares — an estimated $4K sold.

WealthShield Partners first reported a position in ILCB in Q4 2017 and held it in 5 quarters. The position peaked at $17K in Q2 2018. 100 funds tracked by Wall St. Rank hold ILCB as of Q1 2019.

  • WealthShield Partners reported no remaining iShares Morningstar US Equity ETF position as of Q1 2019 after selling out during the quarter.
  • WealthShield Partners sold 100 iShares Morningstar US Equity ETF shares in Q1 2019, an estimated $4K.
  • WealthShield Partners first reported a position in iShares Morningstar US Equity ETF in Q4 2017 and held it in 5 quarters.
  • WealthShield Partners's iShares Morningstar US Equity ETF position peaked at $17K in Q2 2018.
  • 100 funds tracked by Wall St. Rank held iShares Morningstar US Equity ETF as of Q1 2019.

Based on WealthShield Partners's 13F filing for Q1 2019, filed 14 May 2019.