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FDx Advisors’s iShares Morningstar Small-Cap Value ETF ISCV Stock Holding History

FDx Advisors’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
2017
Q4 		– Sell
-4,518
Closed -$221K – 1273
2017
Q3 		$221K Sell
4,518
-558
-11% -$26.2K 0.01% 1172
2017
Q2 		$238K Buy
5,076
+828
+19% +$39K 0.01% 1078
2017
Q1 		$204K Buy
+4,248
New +$205K 0.01% 1113

Other funds holding ISCV

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
AFP
Ausdal Financial Partners Davenport, Iowa $2.25B AUM 20.11% 1-Year Est. Return
AG
Advisor Group Phoenix, Arizona $14.5B AUM 24.86% 1-Year Est. Return

FDx Advisors's ISCV Position: Q4 2017 in Review

FDx Advisors sold out of iShares Morningstar Small-Cap Value ETF (ISCV) in Q4 2017, closing a stake of 4,518 shares — an estimated $221K sold.

FDx Advisors first reported a position in ISCV in Q1 2017 and held it in 3 quarters. The position peaked at $238K in Q2 2017. 84 funds tracked by Wall St. Rank hold ISCV as of Q4 2017.

  • FDx Advisors reported no remaining iShares Morningstar Small-Cap Value ETF position as of Q4 2017 after selling out during the quarter.
  • FDx Advisors sold 4,518 iShares Morningstar Small-Cap Value ETF shares in Q4 2017, an estimated $221K.
  • FDx Advisors first reported a position in iShares Morningstar Small-Cap Value ETF in Q1 2017 and held it in 3 quarters.
  • FDx Advisors's iShares Morningstar Small-Cap Value ETF position peaked at $238K in Q2 2017.
  • 84 funds tracked by Wall St. Rank held iShares Morningstar Small-Cap Value ETF as of Q4 2017.

Based on FDx Advisors's 13F filing for Q4 2017, filed 9 Feb 2018.