Kavar Capital Partners Group’s iShares Morningstar Small-Cap Value ETF ISCV Stock Holding History

Kavar Capital Partners Group’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
2019 Q3	–	Sell	-252	Closed	-$12K	–	294
2019 Q2	$12K	Buy	+252	New	+$11.6K	﹤0.01%	349
2018 Q3	–	Sell	-252	Closed	-$13K	–	249
2018 Q2	$13K	Hold	252	–	–	0.01%	298
2018 Q1	$12K	Buy	+252	New	+$12.5K	0.01%	305
2016 Q1	–	Sell	-252	Closed	-$9K	–	231
2015 Q4	$9K	Hold	252	–	–	0.01%	271
2015 Q3	$9K	Hold	252	–	–	0.01%	285
2015 Q2	$10K	Buy	+252	New	+$10.9K	0.01%	301

Other funds holding ISCV

CCP

Cardan Capital Partners Denver, Colorado $893M AUM 22.82% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

CPIG

Chicago Partners Investment Group Chicago, Illinois $4.48B AUM 19.29% 1-Year Est. Return

Kavar Capital Partners Group's ISCV Position: Q3 2019 in Review

Kavar Capital Partners Group sold out of iShares Morningstar Small-Cap Value ETF (ISCV) in Q3 2019, closing a stake of 252 shares — an estimated $12K sold.

Kavar Capital Partners Group first reported a position in ISCV in Q2 2015 and held it in 6 quarters. The position peaked at $13K in Q2 2018. 80 funds tracked by Wall St. Rank hold ISCV as of Q3 2019.

Kavar Capital Partners Group reported no remaining iShares Morningstar Small-Cap Value ETF position as of Q3 2019 after selling out during the quarter.
Kavar Capital Partners Group sold 252 iShares Morningstar Small-Cap Value ETF shares in Q3 2019, an estimated $12K.
Kavar Capital Partners Group first reported a position in iShares Morningstar Small-Cap Value ETF in Q2 2015 and held it in 6 quarters.
Kavar Capital Partners Group's iShares Morningstar Small-Cap Value ETF position peaked at $13K in Q2 2018.
80 funds tracked by Wall St. Rank held iShares Morningstar Small-Cap Value ETF as of Q3 2019.

Based on Kavar Capital Partners Group's 13F filing for Q3 2019, filed 12 Nov 2019.