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CMC Financial Group’s iShares Morningstar Mid-Cap Value ETF IMCV Stock Holding History

CMC Financial Group’s Portfolio IMCV Stock Details IMCV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-4,575
Closed -$239K – 29
2020
Q4 		$239K Buy
+4,575
New +$224K 0.19% 24

Other funds holding IMCV

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
EH
Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return
MTC
Matrix Trust Company Denver, Colorado $690M AUM 19.61% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
IAN
Integrated Advisors Network Dallas, Texas $1.91B AUM 24.91% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
GIA
GHP Investment Advisors Denver, Colorado $2.43B AUM 21.99% 1-Year Est. Return

CMC Financial Group's IMCV Position: Q1 2021 in Review

CMC Financial Group sold out of iShares Morningstar Mid-Cap Value ETF (IMCV) in Q1 2021, closing a stake of 4,575 shares — an estimated $239K sold.

CMC Financial Group first reported a position in IMCV in Q4 2020 and held it in 1 quarter. The position peaked at $239K in Q4 2020. 84 funds tracked by Wall St. Rank hold IMCV as of Q1 2021.

  • CMC Financial Group reported no remaining iShares Morningstar Mid-Cap Value ETF position as of Q1 2021 after selling out during the quarter.
  • CMC Financial Group sold 4,575 iShares Morningstar Mid-Cap Value ETF shares in Q1 2021, an estimated $239K.
  • CMC Financial Group first reported a position in iShares Morningstar Mid-Cap Value ETF in Q4 2020 and held it in 1 quarter.
  • CMC Financial Group's iShares Morningstar Mid-Cap Value ETF position peaked at $239K in Q4 2020.
  • 84 funds tracked by Wall St. Rank held iShares Morningstar Mid-Cap Value ETF as of Q1 2021.

Based on CMC Financial Group's 13F filing for Q1 2021, filed 28 Apr 2021.