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WealthShield Partners’s iShares Morningstar Value ETF ILCV Stock Holding History

WealthShield Partners’s Portfolio ILCV Stock Details ILCV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q2 		– Sell
-220
Closed -$11K – 255
2018
Q1 		$11K Sell
220
-218
-50% -$11.6K 0.01% 192
2017
Q4 		$23K Buy
+438
New +$22.5K 0.01% 174

Other funds holding ILCV

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
GG
GenWealth Group Maplewood, New Jersey $642M AUM 20.77% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
SFI
SPC Financial Inc Rockville, Maryland $1.28B AUM 12.6% 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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

WealthShield Partners's ILCV Position: Q2 2018 in Review

WealthShield Partners sold out of iShares Morningstar Value ETF (ILCV) in Q2 2018, closing a stake of 220 shares — an estimated $11K sold.

WealthShield Partners first reported a position in ILCV in Q4 2017 and held it in 2 quarters. The position peaked at $23K in Q4 2017. 57 funds tracked by Wall St. Rank hold ILCV as of Q2 2018.

  • WealthShield Partners reported no remaining iShares Morningstar Value ETF position as of Q2 2018 after selling out during the quarter.
  • WealthShield Partners sold 220 iShares Morningstar Value ETF shares in Q2 2018, an estimated $11K.
  • WealthShield Partners first reported a position in iShares Morningstar Value ETF in Q4 2017 and held it in 2 quarters.
  • WealthShield Partners's iShares Morningstar Value ETF position peaked at $23K in Q4 2017.
  • 57 funds tracked by Wall St. Rank held iShares Morningstar Value ETF as of Q2 2018.

Based on WealthShield Partners's 13F filing for Q2 2018, filed 2 Aug 2018.