Legacy Financial Advisors’s iShares Morningstar Small-Cap ETF ISCB Stock Holding History

Legacy Financial Advisors’s Portfolio ISCB Stock Details ISCB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q4	–	Sell	-7,144	Closed	-$313K	–	115
2019 Q3	$313K	Hold	7,144	–	–	0.1%	87
2019 Q2	$312K	Hold	7,144	–	–	0.11%	87
2019 Q1	$302K	Hold	7,144	–	–	0.1%	87
2018 Q4	$264K	Buy	+7,144	New	+$292K	0.1%	84

Other funds holding ISCB

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

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

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

ASN

Advisory Services Network Atlanta, Georgia $7.52B AUM 29.01% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LTFS

Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

BAMG

Brand Asset Management Group Chesterfield, Missouri $385M AUM 22.41% 1-Year Est. Return

Legacy Financial Advisors's ISCB Position: Q4 2019 in Review

Legacy Financial Advisors sold out of iShares Morningstar Small-Cap ETF (ISCB) in Q4 2019, closing a stake of 7,144 shares — an estimated $313K sold.

Legacy Financial Advisors first reported a position in ISCB in Q4 2018 and held it in 4 quarters. The position peaked at $313K in Q3 2019. 64 funds tracked by Wall St. Rank hold ISCB as of Q4 2019.

Legacy Financial Advisors reported no remaining iShares Morningstar Small-Cap ETF position as of Q4 2019 after selling out during the quarter.
Legacy Financial Advisors sold 7,144 iShares Morningstar Small-Cap ETF shares in Q4 2019, an estimated $313K.
Legacy Financial Advisors first reported a position in iShares Morningstar Small-Cap ETF in Q4 2018 and held it in 4 quarters.
Legacy Financial Advisors's iShares Morningstar Small-Cap ETF position peaked at $313K in Q3 2019.
64 funds tracked by Wall St. Rank held iShares Morningstar Small-Cap ETF as of Q4 2019.

Based on Legacy Financial Advisors's 13F filing for Q4 2019, filed 27 Jan 2020.