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Rehmann Capital Advisory Group’s iShares Morningstar Small-Cap Value ETF ISCV Stock Holding History

Rehmann Capital Advisory Group’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
Q2 		– Sell
-375
Closed -$18K – 2175
2018
Q1 		$18K Buy
+375
New +$18.6K ﹤0.01% 1105

Other funds holding ISCV

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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
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
AG
Advisor Group Phoenix, Arizona $14.5B AUM 24.86% 1-Year Est. Return

Rehmann Capital Advisory Group's ISCV Position: Q2 2018 in Review

Rehmann Capital Advisory Group sold out of iShares Morningstar Small-Cap Value ETF (ISCV) in Q2 2018, closing a stake of 375 shares — an estimated $18K sold.

Rehmann Capital Advisory Group first reported a position in ISCV in Q1 2018 and held it in 1 quarter. The position peaked at $18K in Q1 2018. 87 funds tracked by Wall St. Rank hold ISCV as of Q2 2018.

  • Rehmann Capital Advisory Group reported no remaining iShares Morningstar Small-Cap Value ETF position as of Q2 2018 after selling out during the quarter.
  • Rehmann Capital Advisory Group sold 375 iShares Morningstar Small-Cap Value ETF shares in Q2 2018, an estimated $18K.
  • Rehmann Capital Advisory Group first reported a position in iShares Morningstar Small-Cap Value ETF in Q1 2018 and held it in 1 quarter.
  • Rehmann Capital Advisory Group's iShares Morningstar Small-Cap Value ETF position peaked at $18K in Q1 2018.
  • 87 funds tracked by Wall St. Rank held iShares Morningstar Small-Cap Value ETF as of Q2 2018.

Based on Rehmann Capital Advisory Group's 13F filing for Q2 2018, filed 20 Sep 2018.