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OneDigital Investment Advisors’s iShares Morningstar Small-Cap ETF ISCB Stock Holding History

OneDigital Investment Advisors’s Portfolio ISCB Stock Details ISCB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q3 		– Sell
-452
Closed -$18K – 1098
2017
Q2 		$18K Buy
+452
New +$18.1K 0.01% 785

Other funds holding ISCB

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return

OneDigital Investment Advisors's ISCB Position: Q3 2017 in Review

OneDigital Investment Advisors sold out of iShares Morningstar Small-Cap ETF (ISCB) in Q3 2017, closing a stake of 452 shares — an estimated $18K sold.

OneDigital Investment Advisors first reported a position in ISCB in Q2 2017 and held it in 1 quarter. The position peaked at $18K in Q2 2017. 46 funds tracked by Wall St. Rank hold ISCB as of Q3 2017.

  • OneDigital Investment Advisors reported no remaining iShares Morningstar Small-Cap ETF position as of Q3 2017 after selling out during the quarter.
  • OneDigital Investment Advisors sold 452 iShares Morningstar Small-Cap ETF shares in Q3 2017, an estimated $18K.
  • OneDigital Investment Advisors first reported a position in iShares Morningstar Small-Cap ETF in Q2 2017 and held it in 1 quarter.
  • OneDigital Investment Advisors's iShares Morningstar Small-Cap ETF position peaked at $18K in Q2 2017.
  • 46 funds tracked by Wall St. Rank held iShares Morningstar Small-Cap ETF as of Q3 2017.

Based on OneDigital Investment Advisors's 13F filing for Q3 2017, filed 13 Nov 2017.