MBM Wealth Consultants’s iShares Morningstar Mid-Cap Value ETF IMCV Stock Holding History

MBM Wealth Consultants’s Portfolio IMCV Stock Details IMCV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-279	Closed	-$17K	–	180
2023 Q1	$17K	Hold	279	–	–	0.01%	195
2022 Q4	$17K	Hold	279	–	–	0.01%	205
2022 Q3	$16K	Hold	279	–	–	0.01%	194
2022 Q2	$17K	Hold	279	–	–	0.01%	204
2022 Q1	$19K	Hold	279	–	–	0.01%	219
2021 Q4	$19K	Hold	279	–	–	0.01%	207
2021 Q3	$18K	Hold	279	–	–	0.01%	211
2021 Q2	$18K	Hold	279	–	–	0.01%	202
2021 Q1	$17K	Hold	279	–	–	0.01%	198
2020 Q4	$15K	Buy	+279	New	+$13.6K	0.01%	174

Other funds holding IMCV

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

Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return

OWM

Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return

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

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

MTC

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

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

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

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

AAS

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

MBM Wealth Consultants's IMCV Position: Q2 2023 in Review

MBM Wealth Consultants sold out of iShares Morningstar Mid-Cap Value ETF (IMCV) in Q2 2023, closing a stake of 279 shares — an estimated $17K sold.

MBM Wealth Consultants first reported a position in IMCV in Q4 2020 and held it in 10 quarters. The position peaked at $19K in Q1 2022. 121 funds tracked by Wall St. Rank hold IMCV as of Q2 2023.

MBM Wealth Consultants reported no remaining iShares Morningstar Mid-Cap Value ETF position as of Q2 2023 after selling out during the quarter.
MBM Wealth Consultants sold 279 iShares Morningstar Mid-Cap Value ETF shares in Q2 2023, an estimated $17K.
MBM Wealth Consultants first reported a position in iShares Morningstar Mid-Cap Value ETF in Q4 2020 and held it in 10 quarters.
MBM Wealth Consultants's iShares Morningstar Mid-Cap Value ETF position peaked at $19K in Q1 2022.
121 funds tracked by Wall St. Rank held iShares Morningstar Mid-Cap Value ETF as of Q2 2023.

Based on MBM Wealth Consultants's 13F filing for Q2 2023, filed 24 Jul 2023.