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Money Concepts Capital’s iShares Morningstar Small-Cap Growth ETF ISCG Stock Holding History

Money Concepts Capital’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
2023
Q1 		– Sell
-2,003
Closed -$72.2K – 1707
2022
Q4 		$72.2K Buy
+2,003
New +$73.3K ﹤0.01% 1107
2022
Q2 		– Sell
-3,227
Closed -$143K – 2044
2022
Q1 		$143K Buy
+3,227
New +$141K 0.01% 865

Other funds holding ISCG

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
GFA
Gallagher Fiduciary Advisors Rolling Meadows, Illinois $2.58B AUM 8.97% 1-Year Est. Return
Wells Fargo
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
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
MTC
Matrix Trust Company Denver, Colorado $690M AUM 19.61% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Money Concepts Capital's ISCG Position: Q1 2023 in Review

Money Concepts Capital sold out of iShares Morningstar Small-Cap Growth ETF (ISCG) in Q1 2023, closing a stake of 2,003 shares — an estimated $72.2K sold.

Money Concepts Capital first reported a position in ISCG in Q1 2022 and held it in 2 quarters. The position peaked at $143K in Q1 2022. 113 funds tracked by Wall St. Rank hold ISCG as of Q1 2023.

  • Money Concepts Capital reported no remaining iShares Morningstar Small-Cap Growth ETF position as of Q1 2023 after selling out during the quarter.
  • Money Concepts Capital sold 2,003 iShares Morningstar Small-Cap Growth ETF shares in Q1 2023, an estimated $72.2K.
  • Money Concepts Capital first reported a position in iShares Morningstar Small-Cap Growth ETF in Q1 2022 and held it in 2 quarters.
  • Money Concepts Capital's iShares Morningstar Small-Cap Growth ETF position peaked at $143K in Q1 2022.
  • 113 funds tracked by Wall St. Rank held iShares Morningstar Small-Cap Growth ETF as of Q1 2023.

Based on Money Concepts Capital's 13F filing for Q1 2023, filed 1 May 2023.