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Freestone Capital Holdings’s iShares Morningstar Small-Cap Value ETF ISCV Stock Holding History

Freestone Capital Holdings’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
2020
Q4 		– Sell
-6
Closed -$212 – 1305
2020
Q3 		$212 Buy
+6
New +$217 ﹤0.01% 1203

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UBS Group
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RJFSA
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Freestone Capital Holdings's ISCV Position: Q4 2020 in Review

Freestone Capital Holdings sold out of iShares Morningstar Small-Cap Value ETF (ISCV) in Q4 2020, closing a stake of 6 shares — an estimated $212 sold.

Freestone Capital Holdings first reported a position in ISCV in Q3 2020 and held it in 1 quarter. The position peaked at $212 in Q3 2020. 86 funds tracked by Wall St. Rank hold ISCV as of Q4 2020.

  • Freestone Capital Holdings reported no remaining iShares Morningstar Small-Cap Value ETF position as of Q4 2020 after selling out during the quarter.
  • Freestone Capital Holdings sold 6 iShares Morningstar Small-Cap Value ETF shares in Q4 2020, an estimated $212.
  • Freestone Capital Holdings first reported a position in iShares Morningstar Small-Cap Value ETF in Q3 2020 and held it in 1 quarter.
  • Freestone Capital Holdings's iShares Morningstar Small-Cap Value ETF position peaked at $212 in Q3 2020.
  • 86 funds tracked by Wall St. Rank held iShares Morningstar Small-Cap Value ETF as of Q4 2020.

Based on Freestone Capital Holdings's 13F filing for Q4 2020, filed 16 Feb 2021.