WEG
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World Equity Group’s iShares Morningstar Growth ETF ILCG Stock Holding History

World Equity Group’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
2024
Q2 		– Sell
-3,598
Closed -$272K – 293
2024
Q1 		$272K Buy
3,598
+144
+4% +$10.4K 0.06% 256
2023
Q4 		$234K Buy
+3,454
New +$218K 0.05% 293
2023
Q2 		– Sell
-1,862
Closed -$269K – 424
2023
Q1 		$269K Buy
+1,862
New +$97.5K 0.04% 399

Other funds holding ILCG

EH
Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
FWP
FAS Wealth Partners Leawood, Kansas $1.61B AUM 19.97% 1-Year Est. Return
AI
AdvisorShares Investments Bethesda, Maryland $549M AUM 32.58% 1-Year Est. Return
CT
Clearstead Trust Portland, Maine $613M AUM 25.73% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
AAS
Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return

World Equity Group's ILCG Position: Q2 2024 in Review

World Equity Group sold out of iShares Morningstar Growth ETF (ILCG) in Q2 2024, closing a stake of 3,598 shares — an estimated $272K sold.

World Equity Group first reported a position in ILCG in Q1 2023 and held it in 3 quarters. The position peaked at $272K in Q1 2024. 254 funds tracked by Wall St. Rank hold ILCG as of Q2 2024.

  • World Equity Group reported no remaining iShares Morningstar Growth ETF position as of Q2 2024 after selling out during the quarter.
  • World Equity Group sold 3,598 iShares Morningstar Growth ETF shares in Q2 2024, an estimated $272K.
  • World Equity Group first reported a position in iShares Morningstar Growth ETF in Q1 2023 and held it in 3 quarters.
  • World Equity Group's iShares Morningstar Growth ETF position peaked at $272K in Q1 2024.
  • 254 funds tracked by Wall St. Rank held iShares Morningstar Growth ETF as of Q2 2024.

Based on World Equity Group's 13F filing for Q2 2024, filed 18 Jul 2024.