O'Brien Wealth Partners’s iShares Morningstar Small-Cap Value ETF ISCV Stock Holding History

O'Brien 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
2018 Q4	–	Sell	-75	Closed	-$4K	–	135
2018 Q3	$4K	Hold	75	–	–	﹤0.01%	171
2018 Q2	$4K	Sell	75 -3	-4%	-$149	﹤0.01%	75
2018 Q1	$4K	Buy	+78	New	+$3.87K	﹤0.01%	145
2016 Q1	–	Sell	-5,250	Closed	-$201K	–	32
2015 Q4	$201K	Buy	+5,250	New	+$207K	0.2%	28

Other funds holding ISCV

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

CCP

Cardan Capital Partners Denver, Colorado $893M AUM 22.82% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

CPIG

Chicago Partners Investment Group Chicago, Illinois $5B AUM 26.84% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

O'Brien Wealth Partners's ISCV Position: Q4 2018 in Review

O'Brien Wealth Partners sold out of iShares Morningstar Small-Cap Value ETF (ISCV) in Q4 2018, closing a stake of 75 shares — an estimated $4K sold.

O'Brien Wealth Partners first reported a position in ISCV in Q4 2015 and held it in 4 quarters. The position peaked at $201K in Q4 2015. 87 funds tracked by Wall St. Rank hold ISCV as of Q4 2018.

O'Brien Wealth Partners reported no remaining iShares Morningstar Small-Cap Value ETF position as of Q4 2018 after selling out during the quarter.
O'Brien Wealth Partners sold 75 iShares Morningstar Small-Cap Value ETF shares in Q4 2018, an estimated $4K.
O'Brien Wealth Partners first reported a position in iShares Morningstar Small-Cap Value ETF in Q4 2015 and held it in 4 quarters.
O'Brien Wealth Partners's iShares Morningstar Small-Cap Value ETF position peaked at $201K in Q4 2015.
87 funds tracked by Wall St. Rank held iShares Morningstar Small-Cap Value ETF as of Q4 2018.

Based on O'Brien Wealth Partners's 13F filing for Q4 2018, filed 17 Jan 2019.