FGC
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Financial Gravity Companies’s iShares Morningstar Small-Cap Growth ETF ISCG Stock Holding History

Financial Gravity Companies’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
2018
Q1 		– Sell
-78
Closed -$2K – 1516
2017
Q4 		$2K Buy
+78
New +$2.28K ﹤0.01% 942

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

Financial Gravity Companies's ISCG Position: Q1 2018 in Review

Financial Gravity Companies sold out of iShares Morningstar Small-Cap Growth ETF (ISCG) in Q1 2018, closing a stake of 78 shares — an estimated $2K sold.

Financial Gravity Companies first reported a position in ISCG in Q4 2017 and held it in 1 quarter. The position peaked at $2K in Q4 2017. 54 funds tracked by Wall St. Rank hold ISCG as of Q1 2018.

  • Financial Gravity Companies reported no remaining iShares Morningstar Small-Cap Growth ETF position as of Q1 2018 after selling out during the quarter.
  • Financial Gravity Companies sold 78 iShares Morningstar Small-Cap Growth ETF shares in Q1 2018, an estimated $2K.
  • Financial Gravity Companies first reported a position in iShares Morningstar Small-Cap Growth ETF in Q4 2017 and held it in 1 quarter.
  • Financial Gravity Companies's iShares Morningstar Small-Cap Growth ETF position peaked at $2K in Q4 2017.
  • 54 funds tracked by Wall St. Rank held iShares Morningstar Small-Cap Growth ETF as of Q1 2018.

Based on Financial Gravity Companies's 13F filing for Q1 2018, filed 4 May 2018.