Cambridge Trust’s iShares Morningstar Small-Cap Value ETF ISCV Stock Holding History

Cambridge Trust’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
2024 Q1	$45.9K	Buy	+750	New	+$43.5K	﹤0.01%	436

Other funds holding ISCV

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

VCS

Vaughan & Co Securities Ridgewood, New Jersey $193M AUM 20.13% 1-Year Est. Return

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

SCM

Steele Capital Management Dubuque, Iowa $2.41B AUM 16.65% 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

RJFSA

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

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

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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Cambridge Trust's ISCV Position: Q1 2024 in Review

Cambridge Trust opened a new position in iShares Morningstar Small-Cap Value ETF (ISCV) in Q1 2024: 750 shares worth $45.9K. The stake represents ﹤0.01% of the portfolio and ranks #436 among its holdings.

111 funds tracked by Wall St. Rank hold ISCV as of Q1 2024.

Cambridge Trust held 750 shares of iShares Morningstar Small-Cap Value ETF worth $45.9K as of Q1 2024.
iShares Morningstar Small-Cap Value ETF was a new Cambridge Trust position in Q1 2024.
iShares Morningstar Small-Cap Value ETF made up ﹤0.01% of Cambridge Trust's portfolio in Q1 2024, its #436 holding.
111 funds tracked by Wall St. Rank held iShares Morningstar Small-Cap Value ETF as of Q1 2024.

Based on Cambridge Trust's 13F filing for Q1 2024, filed 30 May 2024.