Name Net increased
positions
Increased positions Reduced positions Return since
31 Dec ‘22
1751
7 73 66 65.3%
1752
7 26 19 17.3%
1753
7 80 73 17.7%
MORN icon
1754
Morningstar
MORN
$7.01B
7 114 107 16%
1755
7 16 9 74.4%
1756
7 47 40 52.6%
1757
7 11 4 60.4%
1758
7 42 35 58%
1759
7 99 92 204%
1760
7 23 16 57.4%
ISCV icon
1761
iShares Morningstar Small-Cap Value ETF
ISCV
$634M
7 32 25 40%
1762
7 28 21 4.35%
1763
7 87 80 46.9%
1764
7 26 19 664%
1765
7 23 16 51.9%
1766
7 25 18 17.1%
1767
7 170 163 24.2%
1768
7 69 62 306%
1769
7 129 122 23.9%
1770
7 25 18 0.52%
1771
7 34 27 56.7%
1772
7 17 10 169%
1773
7 24 17 378%
1774
7 10 3 66.7%
1775
7 12 5 44.1%