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TrustCore Financial Services’s iShares Morningstar Small-Cap ETF ISCB Stock Holding History

TrustCore Financial Services’s Portfolio ISCB Stock Details ISCB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-180
Closed -$8K – 588
2018
Q3 		$8K Hold
180
– – ﹤0.01% 601
2018
Q2 		$8K Hold
180
– – ﹤0.01% 600
2018
Q1 		$8K Hold
180
– – ﹤0.01% 537
2017
Q4 		$8K Buy
+180
New +$7.62K ﹤0.01% 518

Other funds holding ISCB

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
BAMG
Brand Asset Management Group Chesterfield, Missouri $385M AUM 22.41% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

TrustCore Financial Services's ISCB Position: Q4 2018 in Review

TrustCore Financial Services sold out of iShares Morningstar Small-Cap ETF (ISCB) in Q4 2018, closing a stake of 180 shares — an estimated $8K sold.

TrustCore Financial Services first reported a position in ISCB in Q4 2017 and held it in 4 quarters. The position peaked at $8K in Q3 2018. 60 funds tracked by Wall St. Rank hold ISCB as of Q4 2018.

  • TrustCore Financial Services reported no remaining iShares Morningstar Small-Cap ETF position as of Q4 2018 after selling out during the quarter.
  • TrustCore Financial Services sold 180 iShares Morningstar Small-Cap ETF shares in Q4 2018, an estimated $8K.
  • TrustCore Financial Services first reported a position in iShares Morningstar Small-Cap ETF in Q4 2017 and held it in 4 quarters.
  • TrustCore Financial Services's iShares Morningstar Small-Cap ETF position peaked at $8K in Q3 2018.
  • 60 funds tracked by Wall St. Rank held iShares Morningstar Small-Cap ETF as of Q4 2018.

Based on TrustCore Financial Services's 13F filing for Q4 2018, filed 5 Feb 2019.