Ameritas Investment Company’s iShares Morningstar Small-Cap ETF ISCB Stock Holding History

Ameritas Investment Company’s Portfolio ISCB Stock Details ISCB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q2	–	Sell	-924	Closed	-$52.2K	–	1383
2021 Q1	$52.2K	Buy	+924	New	+$50.3K	﹤0.01%	945
2020 Q2	–	Sell	-2,272	Closed	-$71K	–	954
2020 Q1	$71K	Hold	2,272	–	–	0.01%	587
2019 Q4	$107K	Buy	+2,272	New	+$103K	0.02%	455

Other funds holding ISCB

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

AAS

Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

BAMG

Brand Asset Management Group Chesterfield, Missouri $385M AUM 22.41% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Ameritas Investment Company's ISCB Position: Q2 2021 in Review

Ameritas Investment Company sold out of iShares Morningstar Small-Cap ETF (ISCB) in Q2 2021, closing a stake of 924 shares — an estimated $52.2K sold.

Ameritas Investment Company first reported a position in ISCB in Q4 2019 and held it in 3 quarters. The position peaked at $107K in Q4 2019. 53 funds tracked by Wall St. Rank hold ISCB as of Q2 2021.

Ameritas Investment Company reported no remaining iShares Morningstar Small-Cap ETF position as of Q2 2021 after selling out during the quarter.
Ameritas Investment Company sold 924 iShares Morningstar Small-Cap ETF shares in Q2 2021, an estimated $52.2K.
Ameritas Investment Company first reported a position in iShares Morningstar Small-Cap ETF in Q4 2019 and held it in 3 quarters.
Ameritas Investment Company's iShares Morningstar Small-Cap ETF position peaked at $107K in Q4 2019.
53 funds tracked by Wall St. Rank held iShares Morningstar Small-Cap ETF as of Q2 2021.

Based on Ameritas Investment Company's 13F filing for Q2 2021, filed 16 Aug 2021.