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Eudaimonia Partners’s iShares Morningstar Small-Cap Value ETF ISCV Stock Holding History

Eudaimonia Partners’s Portfolio ISCV Stock Details ISCV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q2 		– Sell
-117
Closed -$7K – 857
2021
Q1 		$7K Buy
+117
New +$6.17K ﹤0.01% 1247

Other funds holding ISCV

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
AAS
Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return
MTC
Matrix Trust Company Denver, Colorado $690M AUM 19.61% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Eudaimonia Partners's ISCV Position: Q2 2021 in Review

Eudaimonia Partners sold out of iShares Morningstar Small-Cap Value ETF (ISCV) in Q2 2021, closing a stake of 117 shares — an estimated $7K sold.

Eudaimonia Partners first reported a position in ISCV in Q1 2021 and held it in 1 quarter. The position peaked at $7K in Q1 2021. 84 funds tracked by Wall St. Rank hold ISCV as of Q2 2021.

  • Eudaimonia Partners reported no remaining iShares Morningstar Small-Cap Value ETF position as of Q2 2021 after selling out during the quarter.
  • Eudaimonia Partners sold 117 iShares Morningstar Small-Cap Value ETF shares in Q2 2021, an estimated $7K.
  • Eudaimonia Partners first reported a position in iShares Morningstar Small-Cap Value ETF in Q1 2021 and held it in 1 quarter.
  • Eudaimonia Partners's iShares Morningstar Small-Cap Value ETF position peaked at $7K in Q1 2021.
  • 84 funds tracked by Wall St. Rank held iShares Morningstar Small-Cap Value ETF as of Q2 2021.

Based on Eudaimonia Partners's 13F filing for Q2 2021, filed 13 Aug 2021.