Aurora Financial Advisors’s iShares Morningstar Mid-Cap Value ETF IMCV Stock Holding History

Aurora Financial Advisors’s Portfolio IMCV Stock Details IMCV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q4	$402K	Buy	+7,566	New	+$390K	0.29%	118

Other funds holding IMCV

Axa Paris, France $91.9M AUM 27.41% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

FAT

First American Trust Santa Ana, California $1.66B AUM 25.23% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

GIA

GHP Investment Advisors Denver, Colorado $2.72B AUM 27.58% 1-Year Est. Return

MWM

Marietta Wealth Management Marietta, Georgia $971M AUM 25.37% 1-Year Est. Return

Aurora Financial Advisors's IMCV Position: Q4 2017 in Review

Aurora Financial Advisors opened a new position in iShares Morningstar Mid-Cap Value ETF (IMCV) in Q4 2017: 7,566 shares worth $402K. The stake represents 0.29% of the portfolio and ranks #118 among its holdings.

71 funds tracked by Wall St. Rank hold IMCV as of Q4 2017.

Aurora Financial Advisors held 7,566 shares of iShares Morningstar Mid-Cap Value ETF worth $402K as of Q4 2017.
iShares Morningstar Mid-Cap Value ETF was a new Aurora Financial Advisors position in Q4 2017.
iShares Morningstar Mid-Cap Value ETF made up 0.29% of Aurora Financial Advisors's portfolio in Q4 2017, its #118 holding.
71 funds tracked by Wall St. Rank held iShares Morningstar Mid-Cap Value ETF as of Q4 2017.

Based on Aurora Financial Advisors's 13F filing for Q4 2017, filed 16 Mar 2018.