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US Financial Advisors’s iShares Morningstar Small-Cap ETF ISCB Stock Holding History

US Financial Advisors’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
2016
Q2 		– Sell
-1,204
Closed -$40K – 200
2016
Q1 		$40K Sell
1,204
-140
-10% -$4.31K 0.07% 98
2015
Q4 		$43K Hold
1,344
– – 0.04% 155
2015
Q3 		$43K Buy
+1,344
New +$45.7K 0.07% 120

Other funds holding ISCB

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
PCM
Parsons Capital Management Providence, Rhode Island $2.19B AUM 20.87% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

US Financial Advisors sold out of iShares Morningstar Small-Cap ETF (ISCB) in Q2 2016, closing a stake of 1,204 shares — an estimated $40K sold.

US Financial Advisors first reported a position in ISCB in Q3 2015 and held it in 3 quarters. The position peaked at $43K in Q4 2015. 43 funds tracked by Wall St. Rank hold ISCB as of Q2 2016.

  • US Financial Advisors reported no remaining iShares Morningstar Small-Cap ETF position as of Q2 2016 after selling out during the quarter.
  • US Financial Advisors sold 1,204 iShares Morningstar Small-Cap ETF shares in Q2 2016, an estimated $40K.
  • US Financial Advisors first reported a position in iShares Morningstar Small-Cap ETF in Q3 2015 and held it in 3 quarters.
  • US Financial Advisors's iShares Morningstar Small-Cap ETF position peaked at $43K in Q4 2015.
  • 43 funds tracked by Wall St. Rank held iShares Morningstar Small-Cap ETF as of Q2 2016.

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