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WealthShield Partners’s iShares Morningstar Growth ETF ILCG Stock Holding History

WealthShield Partners’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
Q1 		– Sell
-205
Closed -$6K – 278
2018
Q4 		$6K Hold
205
– – ﹤0.01% 211
2018
Q3 		$8K Sell
205
-385
-65% -$13.9K ﹤0.01% 214
2018
Q2 		$21K Sell
590
-420
-42% -$14.3K 0.01% 181
2018
Q1 		$33K Sell
1,010
-420
-29% -$13.9K 0.02% 165
2017
Q4 		$45K Buy
+1,430
New +$43.6K 0.03% 157

Other funds holding ILCG

Axa
Axa Paris, France $256M AUM 25.01% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

WealthShield Partners's ILCG Position: Q1 2019 in Review

WealthShield Partners sold out of iShares Morningstar Growth ETF (ILCG) in Q1 2019, closing a stake of 205 shares — an estimated $6K sold.

WealthShield Partners first reported a position in ILCG in Q4 2017 and held it in 5 quarters. The position peaked at $45K in Q4 2017. 132 funds tracked by Wall St. Rank hold ILCG as of Q1 2019.

  • WealthShield Partners reported no remaining iShares Morningstar Growth ETF position as of Q1 2019 after selling out during the quarter.
  • WealthShield Partners sold 205 iShares Morningstar Growth ETF shares in Q1 2019, an estimated $6K.
  • WealthShield Partners first reported a position in iShares Morningstar Growth ETF in Q4 2017 and held it in 5 quarters.
  • WealthShield Partners's iShares Morningstar Growth ETF position peaked at $45K in Q4 2017.
  • 132 funds tracked by Wall St. Rank held iShares Morningstar Growth ETF as of Q1 2019.

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