ECM
ISCG icon

Exchange Capital Management’s iShares Morningstar Small-Cap Growth ETF ISCG Stock Holding History

Exchange Capital Management’s Portfolio ISCG Stock Details ISCG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q4 		– Sell
-2,220
Closed -$63K – 239
2017
Q3 		$63K Hold
2,220
– – 0.02% 142
2017
Q2 		$60K Buy
+2,220
New +$57.9K 0.02% 128

Other funds holding ISCG

Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
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
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
LFAS
Level Four Advisory Services Dallas, Texas $3.05B AUM 23.96% 1-Year Est. Return
MHS
M Holdings Securities Portland, Oregon $1.48B AUM 26.15% 1-Year Est. Return
CMP
Courage Miller Partners Norfolk, Virginia $354M AUM 13.72% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Exchange Capital Management's ISCG Position: Q4 2017 in Review

Exchange Capital Management sold out of iShares Morningstar Small-Cap Growth ETF (ISCG) in Q4 2017, closing a stake of 2,220 shares — an estimated $63K sold.

Exchange Capital Management first reported a position in ISCG in Q2 2017 and held it in 2 quarters. The position peaked at $63K in Q3 2017. 46 funds tracked by Wall St. Rank hold ISCG as of Q4 2017.

  • Exchange Capital Management reported no remaining iShares Morningstar Small-Cap Growth ETF position as of Q4 2017 after selling out during the quarter.
  • Exchange Capital Management sold 2,220 iShares Morningstar Small-Cap Growth ETF shares in Q4 2017, an estimated $63K.
  • Exchange Capital Management first reported a position in iShares Morningstar Small-Cap Growth ETF in Q2 2017 and held it in 2 quarters.
  • Exchange Capital Management's iShares Morningstar Small-Cap Growth ETF position peaked at $63K in Q3 2017.
  • 46 funds tracked by Wall St. Rank held iShares Morningstar Small-Cap Growth ETF as of Q4 2017.

Based on Exchange Capital Management's 13F filing for Q4 2017, filed 5 Feb 2018.