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ERTS Wealth Advisors’s iShares Morningstar Small-Cap ETF ISCB Stock Holding History

ERTS Wealth 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
2019
Q1 		– Sell
-320
Closed -$12K – 194
2018
Q4 		$12K Buy
+320
New +$13.1K 0.01% 239

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 $21.3B AUM 22.13% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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
ASN
Advisory Services Network Atlanta, Georgia $7.52B AUM 29.01% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return

ERTS Wealth Advisors's ISCB Position: Q1 2019 in Review

ERTS Wealth Advisors sold out of iShares Morningstar Small-Cap ETF (ISCB) in Q1 2019, closing a stake of 320 shares — an estimated $12K sold.

ERTS Wealth Advisors first reported a position in ISCB in Q4 2018 and held it in 1 quarter. The position peaked at $12K in Q4 2018. 61 funds tracked by Wall St. Rank hold ISCB as of Q1 2019.

  • ERTS Wealth Advisors reported no remaining iShares Morningstar Small-Cap ETF position as of Q1 2019 after selling out during the quarter.
  • ERTS Wealth Advisors sold 320 iShares Morningstar Small-Cap ETF shares in Q1 2019, an estimated $12K.
  • ERTS Wealth Advisors first reported a position in iShares Morningstar Small-Cap ETF in Q4 2018 and held it in 1 quarter.
  • ERTS Wealth Advisors's iShares Morningstar Small-Cap ETF position peaked at $12K in Q4 2018.
  • 61 funds tracked by Wall St. Rank held iShares Morningstar Small-Cap ETF as of Q1 2019.

Based on ERTS Wealth Advisors's 13F filing for Q1 2019, filed 15 May 2019.