TCWM
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Total Clarity Wealth Management’s iShares Morningstar Small-Cap Growth ETF ISCG Stock Holding History

Total Clarity Wealth Management’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
2022
Q3 		– Sell
-701
Closed -$25K – 595
2022
Q2 		$25K Buy
+701
New +$27.1K 0.01% 517

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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
F
F3Logic Burnsville, Minnesota $476M AUM 16.57% 1-Year Est. Return
AAS
Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
MTC
Matrix Trust Company Denver, Colorado $690M AUM 19.61% 1-Year Est. Return
CFD
Creative Financial Designs Kokomo, Indiana $1.65B AUM 15.6% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Total Clarity Wealth Management's ISCG Position: Q3 2022 in Review

Total Clarity Wealth Management sold out of iShares Morningstar Small-Cap Growth ETF (ISCG) in Q3 2022, closing a stake of 701 shares — an estimated $25K sold.

Total Clarity Wealth Management first reported a position in ISCG in Q2 2022 and held it in 1 quarter. The position peaked at $25K in Q2 2022. 105 funds tracked by Wall St. Rank hold ISCG as of Q3 2022.

  • Total Clarity Wealth Management reported no remaining iShares Morningstar Small-Cap Growth ETF position as of Q3 2022 after selling out during the quarter.
  • Total Clarity Wealth Management sold 701 iShares Morningstar Small-Cap Growth ETF shares in Q3 2022, an estimated $25K.
  • Total Clarity Wealth Management first reported a position in iShares Morningstar Small-Cap Growth ETF in Q2 2022 and held it in 1 quarter.
  • Total Clarity Wealth Management's iShares Morningstar Small-Cap Growth ETF position peaked at $25K in Q2 2022.
  • 105 funds tracked by Wall St. Rank held iShares Morningstar Small-Cap Growth ETF as of Q3 2022.

Based on Total Clarity Wealth Management's 13F filing for Q3 2022, filed 4 Nov 2022.