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Cornerstone Wealth Management’s iShares Morningstar Small-Cap ETF ISCB Stock Holding History

Cornerstone Wealth Management’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
Q4 		– Sell
-67,236
Closed -$100K – 738
2018
Q3 		$100K Buy
+67,236
New +$3.07M ﹤0.01% 1264

Other funds holding ISCB

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
BAMG
Brand Asset Management Group Chesterfield, Missouri $385M AUM 22.41% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Cornerstone Wealth Management's ISCB Position: Q4 2018 in Review

Cornerstone Wealth Management sold out of iShares Morningstar Small-Cap ETF (ISCB) in Q4 2018, closing a stake of 67,236 shares — an estimated $100K sold.

Cornerstone Wealth Management first reported a position in ISCB in Q3 2018 and held it in 1 quarter. The position peaked at $100K in Q3 2018. 60 funds tracked by Wall St. Rank hold ISCB as of Q4 2018.

  • Cornerstone Wealth Management reported no remaining iShares Morningstar Small-Cap ETF position as of Q4 2018 after selling out during the quarter.
  • Cornerstone Wealth Management sold 67,236 iShares Morningstar Small-Cap ETF shares in Q4 2018, an estimated $100K.
  • Cornerstone Wealth Management first reported a position in iShares Morningstar Small-Cap ETF in Q3 2018 and held it in 1 quarter.
  • Cornerstone Wealth Management's iShares Morningstar Small-Cap ETF position peaked at $100K in Q3 2018.
  • 60 funds tracked by Wall St. Rank held iShares Morningstar Small-Cap ETF as of Q4 2018.

Based on Cornerstone Wealth Management's 13F filing for Q4 2018, filed 13 Feb 2019.