CWM
HCRF

Cornerstone Wealth Management’s iShares Edge MSCI Multifactor Healthcare ETF HCRF Stock Holding History

Cornerstone Wealth Management’s Portfolio HCRF Stock Details HCRF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q3 		– Sell
-216,568
Closed -$6.6M – 1642
2018
Q2 		$6.6M Buy
216,568
+209,972
+3,183% +$6.81M 0.07% 263
2018
Q1 		$202K Sell
6,596
-500
-7% -$16.4K 0.04% 362
2017
Q4 		$232K Buy
+7,096
New +$222K 0.04% 356

Cornerstone Wealth Management's HCRF Position: Q3 2018 in Review

Cornerstone Wealth Management sold out of iShares Edge MSCI Multifactor Healthcare ETF (HCRF) in Q3 2018, closing a stake of 216,568 shares — an estimated $6.6M sold.

Cornerstone Wealth Management first reported a position in HCRF in Q4 2017 and held it in 3 quarters. The position peaked at $6.6M in Q2 2018. 0 funds tracked by Wall St. Rank hold HCRF as of Q3 2018.

  • Cornerstone Wealth Management reported no remaining iShares Edge MSCI Multifactor Healthcare ETF position as of Q3 2018 after selling out during the quarter.
  • Cornerstone Wealth Management sold 216,568 iShares Edge MSCI Multifactor Healthcare ETF shares in Q3 2018, an estimated $6.6M.
  • Cornerstone Wealth Management first reported a position in iShares Edge MSCI Multifactor Healthcare ETF in Q4 2017 and held it in 3 quarters.
  • Cornerstone Wealth Management's iShares Edge MSCI Multifactor Healthcare ETF position peaked at $6.6M in Q2 2018.
  • 0 funds tracked by Wall St. Rank held iShares Edge MSCI Multifactor Healthcare ETF as of Q3 2018.

Based on Cornerstone Wealth Management's 13F filing for Q3 2018, filed 19 Oct 2018.