Baldwin Wealth Partners’s iShares Morningstar Small-Cap Value ETF ISCV Stock Holding History

Baldwin Wealth Partners’s Portfolio ISCV Stock Details ISCV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q4	–	Sell	-99	Closed	-$4K	–	547
2019 Q3	$4K	Hold	99	–	–	﹤0.01%	483
2019 Q2	$5K	Hold	99	–	–	﹤0.01%	469
2019 Q1	$5K	Hold	99	–	–	﹤0.01%	473
2018 Q4	$4K	Hold	99	–	–	﹤0.01%	474
2018 Q3	$5K	Buy	+99	New	+$5.14K	﹤0.01%	481

Other funds holding ISCV

CCP

Cardan Capital Partners Denver, Colorado $893M AUM 22.82% 1-Year Est. Return

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

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

AAS

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

MTC

Matrix Trust Company Denver, Colorado $690M AUM 19.61% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

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

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

CPIG

Chicago Partners Investment Group Chicago, Illinois $4.48B AUM 19.29% 1-Year Est. Return

Baldwin Wealth Partners's ISCV Position: Q4 2019 in Review

Baldwin Wealth Partners sold out of iShares Morningstar Small-Cap Value ETF (ISCV) in Q4 2019, closing a stake of 99 shares — an estimated $4K sold.

Baldwin Wealth Partners first reported a position in ISCV in Q3 2018 and held it in 5 quarters. The position peaked at $5K in Q2 2019. 92 funds tracked by Wall St. Rank hold ISCV as of Q4 2019.

Baldwin Wealth Partners reported no remaining iShares Morningstar Small-Cap Value ETF position as of Q4 2019 after selling out during the quarter.
Baldwin Wealth Partners sold 99 iShares Morningstar Small-Cap Value ETF shares in Q4 2019, an estimated $4K.
Baldwin Wealth Partners first reported a position in iShares Morningstar Small-Cap Value ETF in Q3 2018 and held it in 5 quarters.
Baldwin Wealth Partners's iShares Morningstar Small-Cap Value ETF position peaked at $5K in Q2 2019.
92 funds tracked by Wall St. Rank held iShares Morningstar Small-Cap Value ETF as of Q4 2019.

Based on Baldwin Wealth Partners's 13F filing for Q4 2019, filed 29 Jan 2020.