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First Command Financial Services’s iShares Morningstar Small-Cap Value ETF ISCV Stock Holding History

First Command Financial Services’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
2022
Q3 		– Sell
-3,831
Closed -$193K – 431
2022
Q2 		$193K Hold
3,831
– – 0.03% 129
2022
Q1 		$225K Hold
3,831
– – 0.03% 131
2021
Q4 		$228K Hold
3,831
– – 0.03% 135
2021
Q3 		$218K Hold
3,831
– – 0.04% 136
2021
Q2 		$225K Hold
3,831
– – 0.03% 133
2021
Q1 		$215K Buy
3,831
+81
+2% +$4.27K 0.05% 122
2020
Q4 		$176K Hold
3,750
– – 0.04% 122
2020
Q3 		$133K Sell
3,750
-1,110
-23% -$40.1K 0.04% 129
2020
Q2 		$168K Sell
4,860
-4,470
-48% -$146K 0.05% 118
2020
Q1 		$265K Buy
9,330
+195
+2% +$8.11K 0.14% 87
2019
Q4 		$437K Buy
9,135
+5,796
+174% +$267K 0.21% 75
2019
Q3 		$149K Buy
3,339
+189
+6% +$8.37K 0.08% 133
2019
Q2 		$144K Buy
3,150
+1,290
+69% +$59.5K 0.07% 138
2019
Q1 		$85K Buy
1,860
+645
+53% +$29.7K 0.04% 166
2018
Q4 		$50K Sell
1,215
-210
-15% -$9.71K 0.03% 204
2018
Q3 		$73K Hold
1,425
– – 0.02% 177
2018
Q2 		$72K Buy
1,425
+321
+29% +$16K 0.02% 175
2018
Q1 		$53K Sell
1,104
-60
-5% -$2.98K ﹤0.01% 205
2017
Q4 		$59K Buy
1,164
+270
+30% +$13.3K 0.03% 185
2017
Q3 		$44K Hold
894
– – 0.03% 207
2017
Q2 		$42K Buy
894
+675
+308% +$31.8K 0.03% 215
2017
Q1 		$11K Hold
219
– – 0.01% 324
2016
Q4 		$10K Buy
+219
New +$9.88K 0.01% 329

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
MTC
Matrix Trust Company Denver, Colorado $690M AUM 19.61% 1-Year Est. Return
MWM
Merriman Wealth Management Seattle, Washington $2.4B AUM 13.66% 1-Year Est. Return
VCS
Vaughan & Co Securities Ridgewood, New Jersey $193M AUM 20.13% 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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

First Command Financial Services's ISCV Position: Q3 2022 in Review

First Command Financial Services sold out of iShares Morningstar Small-Cap Value ETF (ISCV) in Q3 2022, closing a stake of 3,831 shares — an estimated $193K sold.

First Command Financial Services first reported a position in ISCV in Q4 2016 and held it in 23 quarters. The position peaked at $437K in Q4 2019. 96 funds tracked by Wall St. Rank hold ISCV as of Q3 2022.

  • First Command Financial Services reported no remaining iShares Morningstar Small-Cap Value ETF position as of Q3 2022 after selling out during the quarter.
  • First Command Financial Services sold 3,831 iShares Morningstar Small-Cap Value ETF shares in Q3 2022, an estimated $193K.
  • First Command Financial Services first reported a position in iShares Morningstar Small-Cap Value ETF in Q4 2016 and held it in 23 quarters.
  • First Command Financial Services's iShares Morningstar Small-Cap Value ETF position peaked at $437K in Q4 2019.
  • 96 funds tracked by Wall St. Rank held iShares Morningstar Small-Cap Value ETF as of Q3 2022.

Based on First Command Financial Services's 13F filing for Q3 2022, filed 24 Oct 2022.