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

WealthShield’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
2017
Q4 		$17K Buy
+436
New +$17K 0.01% 184

Other funds holding ILCB

Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Axa
Axa Paris, France $91.9M AUM 27.41% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
CWM
Cornerstone Wealth Management St. Peters, Missouri $2.33B AUM 25.21% 1-Year Est. Return

WealthShield's ILCB Position: Q4 2017 in Review

WealthShield opened a new position in iShares Morningstar US Equity ETF (ILCB) in Q4 2017: 436 shares worth $17K. The stake represents 0.01% of the portfolio and ranks #184 among its holdings.

93 funds tracked by Wall St. Rank hold ILCB as of Q4 2017.

  • WealthShield held 436 shares of iShares Morningstar US Equity ETF worth $17K as of Q4 2017.
  • iShares Morningstar US Equity ETF was a new WealthShield position in Q4 2017.
  • iShares Morningstar US Equity ETF made up 0.01% of WealthShield's portfolio in Q4 2017, its #184 holding.
  • 93 funds tracked by Wall St. Rank held iShares Morningstar US Equity ETF as of Q4 2017.

Based on WealthShield's 13F filing for Q4 2017, filed 14 Feb 2018.