Moisand Fitzgerald Tamayo’s iShares Morningstar Small-Cap Growth ETF ISCG Stock Holding History

Moisand Fitzgerald Tamayo’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 Q1	–	Sell	-300	Closed	-$15K	–	581
2021 Q4	$15K	Hold	300	–	–	﹤0.01%	227
2021 Q3	$15K	Hold	300	–	–	0.01%	219
2021 Q2	$16K	Buy	+300	New	+$15.2K	0.01%	226

Other funds holding ISCG

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

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

AAS

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

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

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

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

MTC

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

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

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

CFD

Creative Financial Designs Kokomo, Indiana $1.65B AUM 15.6% 1-Year Est. Return

Moisand Fitzgerald Tamayo's ISCG Position: Q1 2022 in Review

Moisand Fitzgerald Tamayo sold out of iShares Morningstar Small-Cap Growth ETF (ISCG) in Q1 2022, closing a stake of 300 shares — an estimated $15K sold.

Moisand Fitzgerald Tamayo first reported a position in ISCG in Q2 2021 and held it in 3 quarters. The position peaked at $16K in Q2 2021. 117 funds tracked by Wall St. Rank hold ISCG as of Q1 2022.

Moisand Fitzgerald Tamayo reported no remaining iShares Morningstar Small-Cap Growth ETF position as of Q1 2022 after selling out during the quarter.
Moisand Fitzgerald Tamayo sold 300 iShares Morningstar Small-Cap Growth ETF shares in Q1 2022, an estimated $15K.
Moisand Fitzgerald Tamayo first reported a position in iShares Morningstar Small-Cap Growth ETF in Q2 2021 and held it in 3 quarters.
Moisand Fitzgerald Tamayo's iShares Morningstar Small-Cap Growth ETF position peaked at $16K in Q2 2021.
117 funds tracked by Wall St. Rank held iShares Morningstar Small-Cap Growth ETF as of Q1 2022.

Based on Moisand Fitzgerald Tamayo's 13F filing for Q1 2022, filed 29 Apr 2022.