XS
ILCG icon

XML Securities’s iShares Morningstar Growth ETF ILCG Stock Holding History

XML Securities’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
2018
Q1 		$225K Buy
6,875
+45
+0.7% +$1.49K 0.28% 62
2017
Q4 		$213K Buy
+6,830
New +$208K 0.27% 64

Other funds holding ILCG

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
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
CA
Clearstead Advisors Cleveland, Ohio $10.9B AUM 18.41% 1-Year Est. Return
GG
GenWealth Group Maplewood, New Jersey $642M AUM 20.77% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

XML Securities's ILCG Position: Q1 2018 in Review

XML Securities increased its iShares Morningstar Growth ETF (ILCG) stake by 0.66% in Q1 2018, buying an estimated $1.49K and bringing the position to 6,875 shares worth $225K. The position accounts for 0.28% of the portfolio, ranked #62.

XML Securities first reported a position in ILCG in Q4 2017 and has held it in 2 quarters since. 104 funds tracked by Wall St. Rank hold ILCG as of Q1 2018.

  • XML Securities held 6,875 shares of iShares Morningstar Growth ETF worth $225K as of Q1 2018.
  • XML Securities bought 45 iShares Morningstar Growth ETF shares in Q1 2018, an estimated $1.49K.
  • iShares Morningstar Growth ETF made up 0.28% of XML Securities's portfolio in Q1 2018, its #62 holding.
  • XML Securities first reported a position in iShares Morningstar Growth ETF in Q4 2017 and has held it in 2 quarters since.
  • 104 funds tracked by Wall St. Rank held iShares Morningstar Growth ETF as of Q1 2018.

Based on XML Securities's 13F filing for Q1 2018, filed 17 May 2018.