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WealthShield’s iShares Morningstar Growth ETF ILCG Stock Holding History

WealthShield’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
2017
Q4 		$45K Buy
+1,430
New +$43.6K 0.03% 157

Other funds holding ILCG

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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
GG
GenWealth Group Maplewood, New Jersey $642M AUM 20.77% 1-Year Est. Return
CA
Clearstead Advisors Cleveland, Ohio $10.6B AUM 24.87% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

WealthShield's ILCG Position: Q4 2017 in Review

WealthShield opened a new position in iShares Morningstar Growth ETF (ILCG) in Q4 2017: 1,430 shares worth $45K. The stake represents 0.03% of the portfolio and ranks #157 among its holdings.

106 funds tracked by Wall St. Rank hold ILCG as of Q4 2017.

  • WealthShield held 1,430 shares of iShares Morningstar Growth ETF worth $45K as of Q4 2017.
  • iShares Morningstar Growth ETF was a new WealthShield position in Q4 2017.
  • iShares Morningstar Growth ETF made up 0.03% of WealthShield's portfolio in Q4 2017, its #157 holding.
  • 106 funds tracked by Wall St. Rank held iShares Morningstar Growth ETF as of Q4 2017.

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