US Financial Advisors’s iShares Morningstar Mid-Cap Value ETF IMCV Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2016 Q2	–	Sell	-282	Closed	-$12K	–	195
2016 Q1	$12K	Sell	282 -864	-75%	-$33.1K	0.02%	197
2015 Q4	$45K	Buy	1,146 +6	+0.5%	+$240	0.04%	150
2015 Q3	$43K	Hold	1,140	–	–	0.07%	119
2015 Q2	$47K	Buy	1,140 +471	+70%	+$19.9K	0.04%	105
2015 Q1	$28K	Hold	669	–	–	0.03%	161
2014 Q4	$28K	Buy	+669	New	+$27.1K	0.03%	156

Other funds holding IMCV

Axa Paris, France $256M AUM 25.01% 1-Year Est. Return

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

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

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

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

GIA

GHP Investment Advisors Denver, Colorado $2.43B AUM 21.99% 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

BCM

Barometer Capital Management Toronto, Ontario, Canada $292M AUM 86.78% 1-Year Est. Return

CMP

Courage Miller Partners Norfolk, Virginia $354M AUM 13.72% 1-Year Est. Return

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

US Financial Advisors sold out of iShares Morningstar Mid-Cap Value ETF (IMCV) in Q2 2016, closing a stake of 282 shares — an estimated $12K sold.

US Financial Advisors first reported a position in IMCV in Q4 2014 and held it in 6 quarters. The position peaked at $47K in Q2 2015. 42 funds tracked by Wall St. Rank hold IMCV as of Q2 2016.

US Financial Advisors reported no remaining iShares Morningstar Mid-Cap Value ETF position as of Q2 2016 after selling out during the quarter.
US Financial Advisors sold 282 iShares Morningstar Mid-Cap Value ETF shares in Q2 2016, an estimated $12K.
US Financial Advisors first reported a position in iShares Morningstar Mid-Cap Value ETF in Q4 2014 and held it in 6 quarters.
US Financial Advisors's iShares Morningstar Mid-Cap Value ETF position peaked at $47K in Q2 2015.
42 funds tracked by Wall St. Rank held iShares Morningstar Mid-Cap Value ETF as of Q2 2016.

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