EFS
Essex Financial Services’s iShares Morningstar Small-Cap Value ETF ISCV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $369K | Hold |
6,004
| – | – | 0.02% | 486 |
|
|
2025
Q1 | $356K | Hold |
6,004
| – | – | 0.03% | 458 |
|
|
2024
Q4 | $381K | Hold |
6,004
| – | – | 0.03% | 433 |
|
|
2024
Q3 | $380K | Hold |
6,004
| – | – | 0.03% | 433 |
|
|
2024
Q2 | $357K | Buy |
6,004
+1,347
| +29% | +$80.1K | 0.03% | 442 |
|
|
2024
Q1 | $285K | Hold |
4,657
| – | – | 0.03% | 432 |
|
|
2023
Q4 | $276K | Buy |
+4,657
| New | +$276K | 0.03% | 411 |
|