US Financial Advisors’s iShares Morningstar Mid-Cap Growth ETF IMCG Stock Holding History

US Financial Advisors’s Portfolio IMCG Stock Details IMCG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2016 Q2	–	Sell	-600	Closed	-$15K	–	194
2016 Q1	$15K	Sell	600 -47,502	-99%	-$1.12M	0.03%	181
2015 Q4	$1.24M	Buy	48,102 +840	+2%	+$21.8K	1.18%	18
2015 Q3	$1.18M	Hold	47,262	–	–	1.96%	9
2015 Q2	$1.3M	Hold	47,262	–	–	1.22%	17
2015 Q1	$1.31M	Buy	47,262 +6	+0%	+$160	1.19%	17
2014 Q4	$1.23M	Buy	+47,256	New	+$1.19M	1.1%	18

Other funds holding IMCG

SAM

Summit Asset Management Memphis, Tennessee $780M AUM 16.8% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return

KFA

Kays Financial Advisory Atlanta, Georgia $624M AUM 9.93% 1-Year Est. Return

Axa Paris, France $91.9M AUM 27.41% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

CMP

Courage Miller Partners Norfolk, Virginia $379M AUM 16.36% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

US Financial Advisors's IMCG Position: Q2 2016 in Review

US Financial Advisors sold out of iShares Morningstar Mid-Cap Growth ETF (IMCG) in Q2 2016, closing a stake of 600 shares — an estimated $15K sold.

US Financial Advisors first reported a position in IMCG in Q4 2014 and held it in 6 quarters. The position peaked at $1.31M in Q1 2015. 55 funds tracked by Wall St. Rank hold IMCG as of Q2 2016.

US Financial Advisors reported no remaining iShares Morningstar Mid-Cap Growth ETF position as of Q2 2016 after selling out during the quarter.
US Financial Advisors sold 600 iShares Morningstar Mid-Cap Growth ETF shares in Q2 2016, an estimated $15K.
US Financial Advisors first reported a position in iShares Morningstar Mid-Cap Growth ETF in Q4 2014 and held it in 6 quarters.
US Financial Advisors's iShares Morningstar Mid-Cap Growth ETF position peaked at $1.31M in Q1 2015.
55 funds tracked by Wall St. Rank held iShares Morningstar Mid-Cap Growth ETF as of Q2 2016.

Based on US Financial Advisors's 13F filing for Q2 2016, filed 12 Aug 2016.