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Clearwater Capital Advisors’s iShares Morningstar Small-Cap ETF ISCB Stock Holding History

Clearwater Capital Advisors’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
2018
Q2 		– Sell
-312
Closed -$13K – 357
2018
Q1 		$13K Buy
+312
New +$13.6K ﹤0.01% 449

Other funds holding ISCB

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
BAMG
Brand Asset Management Group Chesterfield, Missouri $385M AUM 22.41% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Clearwater Capital Advisors's ISCB Position: Q2 2018 in Review

Clearwater Capital Advisors sold out of iShares Morningstar Small-Cap ETF (ISCB) in Q2 2018, closing a stake of 312 shares — an estimated $13K sold.

Clearwater Capital Advisors first reported a position in ISCB in Q1 2018 and held it in 1 quarter. The position peaked at $13K in Q1 2018. 53 funds tracked by Wall St. Rank hold ISCB as of Q2 2018.

  • Clearwater Capital Advisors reported no remaining iShares Morningstar Small-Cap ETF position as of Q2 2018 after selling out during the quarter.
  • Clearwater Capital Advisors sold 312 iShares Morningstar Small-Cap ETF shares in Q2 2018, an estimated $13K.
  • Clearwater Capital Advisors first reported a position in iShares Morningstar Small-Cap ETF in Q1 2018 and held it in 1 quarter.
  • Clearwater Capital Advisors's iShares Morningstar Small-Cap ETF position peaked at $13K in Q1 2018.
  • 53 funds tracked by Wall St. Rank held iShares Morningstar Small-Cap ETF as of Q2 2018.

Based on Clearwater Capital Advisors's 13F filing for Q2 2018, filed 16 Aug 2018.