BFC
ISCB icon

Bedel Financial Consulting’s iShares Morningstar Small-Cap ETF ISCB Stock Holding History

Bedel Financial Consulting’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
2022
Q2 		– Sell
-18
Closed -$1K – 524
2022
Q1 		$1K Buy
+18
New +$955 ﹤0.01% 925

Other funds holding ISCB

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AAS
Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
AWS
Atria Wealth Solutions New York $4.42B AUM 16.4% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
GIA
Gladstone Institutional Advisory Palm Beach Gardens, Florida $2.7B AUM 23.82% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Bedel Financial Consulting's ISCB Position: Q2 2022 in Review

Bedel Financial Consulting sold out of iShares Morningstar Small-Cap ETF (ISCB) in Q2 2022, closing a stake of 18 shares — an estimated $1K sold.

Bedel Financial Consulting first reported a position in ISCB in Q1 2022 and held it in 1 quarter. The position peaked at $1K in Q1 2022. 60 funds tracked by Wall St. Rank hold ISCB as of Q2 2022.

  • Bedel Financial Consulting reported no remaining iShares Morningstar Small-Cap ETF position as of Q2 2022 after selling out during the quarter.
  • Bedel Financial Consulting sold 18 iShares Morningstar Small-Cap ETF shares in Q2 2022, an estimated $1K.
  • Bedel Financial Consulting first reported a position in iShares Morningstar Small-Cap ETF in Q1 2022 and held it in 1 quarter.
  • Bedel Financial Consulting's iShares Morningstar Small-Cap ETF position peaked at $1K in Q1 2022.
  • 60 funds tracked by Wall St. Rank held iShares Morningstar Small-Cap ETF as of Q2 2022.

Based on Bedel Financial Consulting's 13F filing for Q2 2022, filed 4 Aug 2022.