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WealthShield’s iShares Morningstar Value ETF ILCV Stock Holding History

WealthShield’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
2017
Q4 		$23K Buy
+438
New +$22.5K 0.01% 174

Other funds holding ILCV

Axa
Axa Paris, France $91.9M AUM 27.41% 1-Year Est. Return
GI
Glovista Investments Jersey City, New Jersey $215M AUM 10.51% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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 $672B AUM 33.48% 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 $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 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

WealthShield's ILCV Position: Q4 2017 in Review

WealthShield opened a new position in iShares Morningstar Value ETF (ILCV) in Q4 2017: 438 shares worth $23K. The stake represents 0.01% of the portfolio and ranks #174 among its holdings.

59 funds tracked by Wall St. Rank hold ILCV as of Q4 2017.

  • WealthShield held 438 shares of iShares Morningstar Value ETF worth $23K as of Q4 2017.
  • iShares Morningstar Value ETF was a new WealthShield position in Q4 2017.
  • iShares Morningstar Value ETF made up 0.01% of WealthShield's portfolio in Q4 2017, its #174 holding.
  • 59 funds tracked by Wall St. Rank held iShares Morningstar Value ETF as of Q4 2017.

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