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

WFG 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
2017 Q2	$10K	Buy	213 +3	+1%	+$147	﹤0.01%	1143
2017 Q1	$10K	Buy	+210	New	+$10.4K	﹤0.01%	1076

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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

FAT

First American Trust Santa Ana, California $1.49B AUM 21.98% 1-Year Est. Return

GIA

GHP Investment Advisors Denver, Colorado $2.72B AUM 27.58% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

WFG Advisors's IMCV Position: Q2 2017 in Review

WFG Advisors increased its iShares Morningstar Mid-Cap Value ETF (IMCV) stake by 1.4% in Q2 2017, buying an estimated $147 and bringing the position to 213 shares worth $10K. The position accounts for ﹤0.01% of the portfolio, ranked #1143.

WFG Advisors first reported a position in IMCV in Q1 2017 and has held it in 2 quarters since. 60 funds tracked by Wall St. Rank hold IMCV as of Q2 2017.

WFG Advisors held 213 shares of iShares Morningstar Mid-Cap Value ETF worth $10K as of Q2 2017.
WFG Advisors bought 3 iShares Morningstar Mid-Cap Value ETF shares in Q2 2017, an estimated $147.
iShares Morningstar Mid-Cap Value ETF made up ﹤0.01% of WFG Advisors's portfolio in Q2 2017, its #1143 holding.
WFG Advisors first reported a position in iShares Morningstar Mid-Cap Value ETF in Q1 2017 and has held it in 2 quarters since.
60 funds tracked by Wall St. Rank held iShares Morningstar Mid-Cap Value ETF as of Q2 2017.

Based on WFG Advisors's 13F filing for Q2 2017, filed 18 Aug 2017.