Steward Partners Investment Advisory’s iShares MSCI China Small-Cap ETF ECNS Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2021
Q3
Sell
-8,261
Closed -$477K 3213
2021
Q2
$477K Buy
+8,261
New +$463K 0.01% 950
2019
Q3
Sell
-5,701
Closed -$240K 2650
2019
Q2
$240K Sell
5,701
-4,666
-45% -$204K 0.01% 758
2019
Q1
$472K Buy
+10,367
New +$446K 0.02% 535

Other funds holding ECNS

Steward Partners Investment Advisory's ECNS Position: Q3 2021 in Review

Steward Partners Investment Advisory sold out of iShares MSCI China Small-Cap ETF (ECNS) in Q3 2021, closing a stake of 8,261 shares — an estimated $477K sold.

Steward Partners Investment Advisory first reported a position in ECNS in Q1 2019 and held it in 3 quarters. The position peaked at $477K in Q2 2021. 18 funds tracked by Wall St. Rank hold ECNS as of Q3 2021.

  • Steward Partners Investment Advisory reported no remaining iShares MSCI China Small-Cap ETF position as of Q3 2021 after selling out during the quarter.
  • Steward Partners Investment Advisory sold 8,261 iShares MSCI China Small-Cap ETF shares in Q3 2021, an estimated $477K.
  • Steward Partners Investment Advisory first reported a position in iShares MSCI China Small-Cap ETF in Q1 2019 and held it in 3 quarters.
  • Steward Partners Investment Advisory's iShares MSCI China Small-Cap ETF position peaked at $477K in Q2 2021.
  • 18 funds tracked by Wall St. Rank held iShares MSCI China Small-Cap ETF as of Q3 2021.

Based on Steward Partners Investment Advisory's 13F filing for Q3 2021, filed 12 Nov 2021.