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My Personal CFO LLC’s iShares Morningstar Small-Cap Value ETF ISCV Stock Holding History

My Personal CFO LLC’s Portfolio ISCV Stock Details ISCV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-1
Closed -$75K – 432
2022
Q4 		$75K Buy
+1
New +$53 0.07% 108

Other funds holding ISCV

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
VCS
Vaughan & Co Securities Ridgewood, New Jersey $193M AUM 20.13% 1-Year Est. Return
MTC
Matrix Trust Company Denver, Colorado $690M AUM 19.61% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

My Personal CFO LLC's ISCV Position: Q1 2023 in Review

My Personal CFO LLC sold out of iShares Morningstar Small-Cap Value ETF (ISCV) in Q1 2023, closing a stake of 1 share — an estimated $75K sold.

My Personal CFO LLC first reported a position in ISCV in Q4 2022 and held it in 1 quarter. The position peaked at $75K in Q4 2022. 98 funds tracked by Wall St. Rank hold ISCV as of Q1 2023.

  • My Personal CFO LLC reported no remaining iShares Morningstar Small-Cap Value ETF position as of Q1 2023 after selling out during the quarter.
  • My Personal CFO LLC sold 1 iShares Morningstar Small-Cap Value ETF share in Q1 2023, an estimated $75K.
  • My Personal CFO LLC first reported a position in iShares Morningstar Small-Cap Value ETF in Q4 2022 and held it in 1 quarter.
  • My Personal CFO LLC's iShares Morningstar Small-Cap Value ETF position peaked at $75K in Q4 2022.
  • 98 funds tracked by Wall St. Rank held iShares Morningstar Small-Cap Value ETF as of Q1 2023.

Based on My Personal CFO LLC's 13F filing for Q1 2023, filed 21 Apr 2023.