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New England Private Wealth Advisors’s iShares Morningstar Small-Cap Growth ETF ISCG Stock Holding History

New England Private 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
2021
Q1 		– Sell
-5,100
Closed -$258K – 98
2020
Q4 		$258K Buy
+5,100
New +$231K 0.06% 75

Other funds holding ISCG

AI
AdvisorShares Investments Bethesda, Maryland $549M AUM 32.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
SFS
Searcy Financial Services Overland Park, Kansas $270M AUM 15.46% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

New England Private Wealth Advisors's ISCG Position: Q1 2021 in Review

New England Private Wealth Advisors sold out of iShares Morningstar Small-Cap Growth ETF (ISCG) in Q1 2021, closing a stake of 5,100 shares — an estimated $258K sold.

New England Private Wealth Advisors first reported a position in ISCG in Q4 2020 and held it in 1 quarter. The position peaked at $258K in Q4 2020. 125 funds tracked by Wall St. Rank hold ISCG as of Q1 2021.

  • New England Private Wealth Advisors reported no remaining iShares Morningstar Small-Cap Growth ETF position as of Q1 2021 after selling out during the quarter.
  • New England Private Wealth Advisors sold 5,100 iShares Morningstar Small-Cap Growth ETF shares in Q1 2021, an estimated $258K.
  • New England Private Wealth Advisors first reported a position in iShares Morningstar Small-Cap Growth ETF in Q4 2020 and held it in 1 quarter.
  • New England Private Wealth Advisors's iShares Morningstar Small-Cap Growth ETF position peaked at $258K in Q4 2020.
  • 125 funds tracked by Wall St. Rank held iShares Morningstar Small-Cap Growth ETF as of Q1 2021.

Based on New England Private Wealth Advisors's 13F filing for Q1 2021, filed 11 May 2021.