TCI Wealth Advisors’s iShares Morningstar Small-Cap Value ETF ISCV Stock Holding History

TCI Wealth Advisors’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
2021 Q4	–	Sell	-36	Closed	-$2K	–	2408
2021 Q3	$2K	Buy	36 +9	+33%	+$513	﹤0.01%	2139
2021 Q2	$2K	Hold	27	–	–	﹤0.01%	2027
2021 Q1	$2K	Sell	27 -228	-89%	-$12K	﹤0.01%	1779
2020 Q4	$12K	Hold	255	–	–	0.01%	602
2020 Q3	$9K	Hold	255	–	–	﹤0.01%	603
2020 Q2	$9K	Hold	255	–	–	﹤0.01%	601
2020 Q1	$7K	Buy	255 +27	+12%	+$1.12K	﹤0.01%	637
2019 Q4	$11K	Hold	228	–	–	﹤0.01%	686
2019 Q3	$10K	Hold	228	–	–	﹤0.01%	644
2019 Q2	$10K	Hold	228	–	–	﹤0.01%	624
2019 Q1	$10K	Hold	228	–	–	﹤0.01%	631
2018 Q4	$9K	Sell	228 -60	-21%	-$2.77K	﹤0.01%	648
2018 Q3	$15K	Hold	288	–	–	0.01%	562
2018 Q2	$15K	Sell	288 -360	-56%	-$17.9K	0.01%	550
2018 Q1	$31K	Sell	648 -54	-8%	-$2.68K	0.01%	399
2017 Q4	$36K	Hold	702	–	–	0.02%	388
2017 Q3	$34K	Hold	702	–	–	0.02%	375
2017 Q2	$33K	Sell	702 -33	-4%	-$1.55K	0.02%	376
2017 Q1	$35K	Buy	+735	New	+$35.5K	0.02%	351

Other funds holding ISCV

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

AAS

Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return

MTC

Matrix Trust Company Denver, Colorado $690M AUM 19.61% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

TCI Wealth Advisors's ISCV Position: Q4 2021 in Review

TCI Wealth Advisors sold out of iShares Morningstar Small-Cap Value ETF (ISCV) in Q4 2021, closing a stake of 36 shares — an estimated $2K sold.

TCI Wealth Advisors first reported a position in ISCV in Q1 2017 and held it in 19 quarters. The position peaked at $36K in Q4 2017. 87 funds tracked by Wall St. Rank hold ISCV as of Q4 2021.

TCI Wealth Advisors reported no remaining iShares Morningstar Small-Cap Value ETF position as of Q4 2021 after selling out during the quarter.
TCI Wealth Advisors sold 36 iShares Morningstar Small-Cap Value ETF shares in Q4 2021, an estimated $2K.
TCI Wealth Advisors first reported a position in iShares Morningstar Small-Cap Value ETF in Q1 2017 and held it in 19 quarters.
TCI Wealth Advisors's iShares Morningstar Small-Cap Value ETF position peaked at $36K in Q4 2017.
87 funds tracked by Wall St. Rank held iShares Morningstar Small-Cap Value ETF as of Q4 2021.

Based on TCI Wealth Advisors's 13F filing for Q4 2021, filed 24 Jan 2022.