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Meridian Wealth Advisors’s iShares Morningstar Small-Cap Growth ETF ISCG Stock Holding History

Meridian Wealth Advisors’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
2019
Q1 		– Sell
-240
Closed -$7K – 261
2018
Q4 		$7K Buy
+240
New +$7.36K 0.01% 413

Other funds holding ISCG

SFS
Searcy Financial Services Overland Park, Kansas $270M AUM 15.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AAS
Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return

Meridian Wealth Advisors's ISCG Position: Q1 2019 in Review

Meridian Wealth Advisors sold out of iShares Morningstar Small-Cap Growth ETF (ISCG) in Q1 2019, closing a stake of 240 shares — an estimated $7K sold.

Meridian Wealth Advisors first reported a position in ISCG in Q4 2018 and held it in 1 quarter. The position peaked at $7K in Q4 2018. 61 funds tracked by Wall St. Rank hold ISCG as of Q1 2019.

  • Meridian Wealth Advisors reported no remaining iShares Morningstar Small-Cap Growth ETF position as of Q1 2019 after selling out during the quarter.
  • Meridian Wealth Advisors sold 240 iShares Morningstar Small-Cap Growth ETF shares in Q1 2019, an estimated $7K.
  • Meridian Wealth Advisors first reported a position in iShares Morningstar Small-Cap Growth ETF in Q4 2018 and held it in 1 quarter.
  • Meridian Wealth Advisors's iShares Morningstar Small-Cap Growth ETF position peaked at $7K in Q4 2018.
  • 61 funds tracked by Wall St. Rank held iShares Morningstar Small-Cap Growth ETF as of Q1 2019.

Based on Meridian Wealth Advisors's 13F filing for Q1 2019, filed 7 May 2019.