MYCIO Wealth Partners’s iShares Morningstar Small-Cap Value ETF ISCV Stock Holding History

MYCIO Wealth Partners’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
2016 Q4	–	Sell	-195	Closed	-$8K	–	434
2016 Q3	$8K	Hold	195	–	–	﹤0.01%	597
2016 Q2	$8K	Hold	195	–	–	﹤0.01%	589
2016 Q1	$8K	Buy	195 +3	+2%	+$109	﹤0.01%	547
2015 Q4	$7K	Buy	192 +3	+2%	+$118	﹤0.01%	572
2015 Q3	$7K	Hold	189	–	–	﹤0.01%	608
2015 Q2	$8K	Hold	189	–	–	﹤0.01%	546
2015 Q1	$8K	Buy	189 +3	+2%	+$128	﹤0.01%	505
2014 Q4	$8K	Hold	186	–	–	﹤0.01%	485
2014 Q3	$7K	Buy	186 +3	+2%	+$125	﹤0.01%	480
2014 Q2	$8K	Hold	183	–	–	﹤0.01%	490
2014 Q1	$8K	Hold	183	–	–	﹤0.01%	487
2013 Q4	$7K	Hold	183	–	–	﹤0.01%	475
2013 Q3	$7K	Buy	183 +3	+2%	+$109	﹤0.01%	432
2013 Q2	$6K	Buy	+180	New	+$6.2K	﹤0.01%	461

Other funds holding ISCV

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

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

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

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

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

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

AFP

Ausdal Financial Partners Davenport, Iowa $2.25B AUM 20.11% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $8.94B AUM 20.84% 1-Year Est. Return

MYCIO Wealth Partners's ISCV Position: Q4 2016 in Review

MYCIO Wealth Partners sold out of iShares Morningstar Small-Cap Value ETF (ISCV) in Q4 2016, closing a stake of 195 shares — an estimated $8K sold.

MYCIO Wealth Partners first reported a position in ISCV in Q2 2013 and held it in 14 quarters. The position peaked at $8K in Q3 2016. 67 funds tracked by Wall St. Rank hold ISCV as of Q4 2016.

MYCIO Wealth Partners reported no remaining iShares Morningstar Small-Cap Value ETF position as of Q4 2016 after selling out during the quarter.
MYCIO Wealth Partners sold 195 iShares Morningstar Small-Cap Value ETF shares in Q4 2016, an estimated $8K.
MYCIO Wealth Partners first reported a position in iShares Morningstar Small-Cap Value ETF in Q2 2013 and held it in 14 quarters.
MYCIO Wealth Partners's iShares Morningstar Small-Cap Value ETF position peaked at $8K in Q3 2016.
67 funds tracked by Wall St. Rank held iShares Morningstar Small-Cap Value ETF as of Q4 2016.

Based on MYCIO Wealth Partners's 13F filing for Q4 2016, filed 1 Feb 2017.