Ausdal Financial Partners’s iShares Morningstar Small-Cap Growth ETF ISCG Stock Holding History

Ausdal Financial Partners’s Portfolio ISCG Stock Details ISCG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q4	–	Sell	-14,112	Closed	-$500K	–	325
2018 Q3	$500K	Sell	14,112 -150	-1%	-$5.21K	0.14%	188
2018 Q2	$472K	Hold	14,262	–	–	0.15%	202
2018 Q1	$441K	Sell	14,262 -1,044	-7%	-$32K	0.15%	191
2017 Q4	$458K	Sell	15,306 -1,404	-8%	-$41K	0.16%	188
2017 Q3	$473K	Buy	16,710 +1,020	+7%	+$27.6K	0.19%	158
2017 Q2	$421K	Sell	15,690 -30	-0.2%	-$783	0.18%	158
2017 Q1	$401K	Sell	15,720 -540	-3%	-$13.6K	0.18%	143
2016 Q4	$392K	Buy	16,260 +240	+1%	+$5.7K	0.18%	144
2016 Q3	$385K	Sell	16,020 -750	-4%	-$17.8K	0.19%	141
2016 Q2	$375K	Sell	16,770 -816	-5%	-$17.9K	0.19%	138
2016 Q1	$377K	Sell	17,586 -1,944	-10%	-$38.9K	0.21%	127
2015 Q4	$438K	Buy	+19,530	New	+$443K	0.22%	109

Other funds holding ISCG

Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return

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

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

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

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

LFAS

Level Four Advisory Services Dallas, Texas $3.05B AUM 23.96% 1-Year Est. Return

MHS

M Holdings Securities Portland, Oregon $1.48B AUM 26.15% 1-Year Est. Return

AAS

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

Ausdal Financial Partners's ISCG Position: Q4 2018 in Review

Ausdal Financial Partners sold out of iShares Morningstar Small-Cap Growth ETF (ISCG) in Q4 2018, closing a stake of 14,112 shares — an estimated $500K sold.

Ausdal Financial Partners first reported a position in ISCG in Q4 2015 and held it in 12 quarters. The position peaked at $500K in Q3 2018. 58 funds tracked by Wall St. Rank hold ISCG as of Q4 2018.

Ausdal Financial Partners reported no remaining iShares Morningstar Small-Cap Growth ETF position as of Q4 2018 after selling out during the quarter.
Ausdal Financial Partners sold 14,112 iShares Morningstar Small-Cap Growth ETF shares in Q4 2018, an estimated $500K.
Ausdal Financial Partners first reported a position in iShares Morningstar Small-Cap Growth ETF in Q4 2015 and held it in 12 quarters.
Ausdal Financial Partners's iShares Morningstar Small-Cap Growth ETF position peaked at $500K in Q3 2018.
58 funds tracked by Wall St. Rank held iShares Morningstar Small-Cap Growth ETF as of Q4 2018.

Based on Ausdal Financial Partners's 13F filing for Q4 2018, filed 11 Feb 2019.