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Anfield Capital Management’s iShares Morningstar Small-Cap ETF ISCB Stock Holding History

Anfield Capital Management’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
2020
Q1 		– Sell
-940
Closed -$44K – 246
2019
Q4 		$44K Buy
+940
New +$42.7K 0.02% 220

Other funds holding ISCB

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 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
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Anfield Capital Management's ISCB Position: Q1 2020 in Review

Anfield Capital Management sold out of iShares Morningstar Small-Cap ETF (ISCB) in Q1 2020, closing a stake of 940 shares — an estimated $44K sold.

Anfield Capital Management first reported a position in ISCB in Q4 2019 and held it in 1 quarter. The position peaked at $44K in Q4 2019. 54 funds tracked by Wall St. Rank hold ISCB as of Q1 2020.

  • Anfield Capital Management reported no remaining iShares Morningstar Small-Cap ETF position as of Q1 2020 after selling out during the quarter.
  • Anfield Capital Management sold 940 iShares Morningstar Small-Cap ETF shares in Q1 2020, an estimated $44K.
  • Anfield Capital Management first reported a position in iShares Morningstar Small-Cap ETF in Q4 2019 and held it in 1 quarter.
  • Anfield Capital Management's iShares Morningstar Small-Cap ETF position peaked at $44K in Q4 2019.
  • 54 funds tracked by Wall St. Rank held iShares Morningstar Small-Cap ETF as of Q1 2020.

Based on Anfield Capital Management's 13F filing for Q1 2020, filed 7 May 2020.