Gallagher Benefit Services’s iShares Morningstar Small-Cap Growth ETF ISCG Stock Holding History

Gallagher Benefit Services’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
2022 Q4	$12.4M	Buy	+343,099	New	+$12.6M	2.6%	14

Other funds holding ISCG

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

F3Logic Burnsville, Minnesota $476M AUM 16.57% 1-Year Est. Return

AAS

Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Corient Private Wealth Miami, Florida $72.2B AUM 27.85% 1-Year Est. Return

MTC

Matrix Trust Company Denver, Colorado $690M AUM 19.61% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Gallagher Benefit Services's ISCG Position: Q4 2022 in Review

Gallagher Benefit Services opened a new position in iShares Morningstar Small-Cap Growth ETF (ISCG) in Q4 2022: 343,099 shares worth $12.4M. The stake represents 2.6% of the portfolio and ranks #14 among its holdings.

109 funds tracked by Wall St. Rank hold ISCG as of Q4 2022.

Gallagher Benefit Services held 343,099 shares of iShares Morningstar Small-Cap Growth ETF worth $12.4M as of Q4 2022.
iShares Morningstar Small-Cap Growth ETF was a new Gallagher Benefit Services position in Q4 2022.
iShares Morningstar Small-Cap Growth ETF made up 2.6% of Gallagher Benefit Services's portfolio in Q4 2022, its #14 holding.
109 funds tracked by Wall St. Rank held iShares Morningstar Small-Cap Growth ETF as of Q4 2022.

Based on Gallagher Benefit Services's 13F filing for Q4 2022, filed 27 Feb 2023.