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1st Global Advisors’s iShares Micro-Cap ETF IWC Stock Holding History

1st Global Advisors’s Portfolio IWC Stock Details IWC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q3 		– Sell
-3,156
Closed -$257 – 463
2015
Q2 		$257 Hold
3,156
– – 0.04% 377
2015
Q1 		$250K Sell
3,156
-227
-7% -$17.5K 0.04% 380
2014
Q4 		$260K Buy
+3,383
New +$246K 0.04% 358
2014
Q3 		– Sell
-6,411
Closed -$488K – 456
2014
Q2 		$488K Hold
6,411
– – 0.07% 211
2014
Q1 		$496K Buy
+6,411
New +$493K 0.09% 177

Other funds holding IWC

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
QI
QS Investors New York $8.47B AUM 30.71% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
EA
Efficient Advisors Mason, Ohio $1.41B AUM 13.81% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
RC
RegentAtlantic Capital Morristown, New Jersey $3.34B AUM 14.54% 1-Year Est. Return

1st Global Advisors's IWC Position: Q3 2015 in Review

1st Global Advisors sold out of iShares Micro-Cap ETF (IWC) in Q3 2015, closing a stake of 3,156 shares — an estimated $257 sold.

1st Global Advisors first reported a position in IWC in Q1 2014 and held it in 5 quarters. The position peaked at $496K in Q1 2014. 128 funds tracked by Wall St. Rank hold IWC as of Q3 2015.

  • 1st Global Advisors reported no remaining iShares Micro-Cap ETF position as of Q3 2015 after selling out during the quarter.
  • 1st Global Advisors sold 3,156 iShares Micro-Cap ETF shares in Q3 2015, an estimated $257.
  • 1st Global Advisors first reported a position in iShares Micro-Cap ETF in Q1 2014 and held it in 5 quarters.
  • 1st Global Advisors's iShares Micro-Cap ETF position peaked at $496K in Q1 2014.
  • 128 funds tracked by Wall St. Rank held iShares Micro-Cap ETF as of Q3 2015.

Based on 1st Global Advisors's 13F filing for Q3 2015, filed 21 Oct 2015.