Truist Financial
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Truist Financial’s iShares Morningstar Small-Cap Growth ETF ISCG Stock Holding History

Truist Financial’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
2021
Q3 		– Sell
-4,663
Closed -$242K – 2766
2021
Q2 		$242K Buy
+4,663
New +$236K ﹤0.01% 2495

Other funds holding ISCG

LPL Financial
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Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
SFS
Searcy Financial Services Overland Park, Kansas $298M AUM 20.59% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AAS
Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
MTC
Matrix Trust Company Denver, Colorado $690M AUM 19.61% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

Truist Financial's ISCG Position: Q3 2021 in Review

Truist Financial sold out of iShares Morningstar Small-Cap Growth ETF (ISCG) in Q3 2021, closing a stake of 4,663 shares — an estimated $242K sold.

Truist Financial first reported a position in ISCG in Q2 2021 and held it in 1 quarter. The position peaked at $242K in Q2 2021. 106 funds tracked by Wall St. Rank hold ISCG as of Q3 2021.

  • Truist Financial reported no remaining iShares Morningstar Small-Cap Growth ETF position as of Q3 2021 after selling out during the quarter.
  • Truist Financial sold 4,663 iShares Morningstar Small-Cap Growth ETF shares in Q3 2021, an estimated $242K.
  • Truist Financial first reported a position in iShares Morningstar Small-Cap Growth ETF in Q2 2021 and held it in 1 quarter.
  • Truist Financial's iShares Morningstar Small-Cap Growth ETF position peaked at $242K in Q2 2021.
  • 106 funds tracked by Wall St. Rank held iShares Morningstar Small-Cap Growth ETF as of Q3 2021.

Based on Truist Financial's 13F filing for Q3 2021, filed 5 Nov 2021.