SGI
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Summit Global Investments’s iShares Morningstar Small-Cap Growth ETF ISCG Stock Holding History

Summit Global Investments’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
2024
Q1 		– Sell
-12,787
Closed -$563K – 545
2023
Q4 		$563K Buy
+12,787
New +$502K 0.04% 324

Other funds holding ISCG

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 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
GFA
Gallagher Fiduciary Advisors Rolling Meadows, Illinois $2.58B AUM 8.97% 1-Year Est. Return
AI
Atria Investments Charlotte, North Carolina $8.94B AUM 20.84% 1-Year Est. Return
AAS
Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Summit Global Investments's ISCG Position: Q1 2024 in Review

Summit Global Investments sold out of iShares Morningstar Small-Cap Growth ETF (ISCG) in Q1 2024, closing a stake of 12,787 shares — an estimated $563K sold.

Summit Global Investments first reported a position in ISCG in Q4 2023 and held it in 1 quarter. The position peaked at $563K in Q4 2023. 137 funds tracked by Wall St. Rank hold ISCG as of Q1 2024.

  • Summit Global Investments reported no remaining iShares Morningstar Small-Cap Growth ETF position as of Q1 2024 after selling out during the quarter.
  • Summit Global Investments sold 12,787 iShares Morningstar Small-Cap Growth ETF shares in Q1 2024, an estimated $563K.
  • Summit Global Investments first reported a position in iShares Morningstar Small-Cap Growth ETF in Q4 2023 and held it in 1 quarter.
  • Summit Global Investments's iShares Morningstar Small-Cap Growth ETF position peaked at $563K in Q4 2023.
  • 137 funds tracked by Wall St. Rank held iShares Morningstar Small-Cap Growth ETF as of Q1 2024.

Based on Summit Global Investments's 13F filing for Q1 2024, filed 29 Apr 2024.