Axa
IWC icon

Axa’s iShares Micro-Cap ETF IWC Stock Holding History

Axa’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
2019
Q4 		– Sell
-3,680
Closed -$324K – 1257
2019
Q3 		$324K Buy
3,680
+920
+33% +$82.6K ﹤0.01% 1172
2019
Q2 		$257K Buy
2,760
+550
+25% +$51K ﹤0.01% 1195
2019
Q1 		$205K Sell
2,210
-300
-12% -$27.6K ﹤0.01% 1263
2018
Q4 		$207K Buy
+2,510
New +$233K ﹤0.01% 1228
2017
Q2 		– Sell
-2,650
Closed -$227K – 1271
2017
Q1 		$227K Sell
2,650
-140
-5% -$11.9K ﹤0.01% 1204
2016
Q4 		$239K Sell
2,790
-180
-6% -$14.5K ﹤0.01% 1182
2016
Q3 		$232K Hold
2,970
– – ﹤0.01% 1155
2016
Q2 		$210K Buy
2,970
+100
+3% +$6.98K ﹤0.01% 1161
2016
Q1 		$195K Buy
2,870
+400
+16% +$25.8K ﹤0.01% 1152
2015
Q4 		$178K Hold
2,470
– – ﹤0.01% 1188
2015
Q3 		$172K Buy
2,470
+610
+33% +$46.5K ﹤0.01% 1235
2015
Q2 		$152K Sell
1,860
-580
-24% -$46.6K ﹤0.01% 1246
2015
Q1 		$193K Hold
2,440
– – ﹤0.01% 1247
2014
Q4 		$188K Buy
2,440
+690
+39% +$50.1K ﹤0.01% 1267
2014
Q3 		$122K Hold
1,750
– – ﹤0.01% 1281
2014
Q2 		$133K Sell
1,750
-3,920
-69% -$287K ﹤0.01% 1269
2014
Q1 		$438K Buy
5,670
+910
+19% +$69.9K ﹤0.01% 1096
2013
Q4 		$358K Buy
+4,760
New +$338K ﹤0.01% 1132

Other funds holding IWC

MFM
MD Financial Management Ottawa, Ontario, Canada $4.15B AUM 11.74% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
DY
Dowling & Yahnke San Diego, California $2.15B AUM 10.82% 1-Year Est. Return
OCM
One Capital Management Westlake Village, California $3.65B AUM 15.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
EA
Efficient Advisors Mason, Ohio $1.41B AUM 13.81% 1-Year Est. Return
AAS
Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AA
Alesco Advisors Pittsford, New York $3.92B AUM 15.21% 1-Year Est. Return
RC
RegentAtlantic Capital Morristown, New Jersey $3.34B AUM 14.54% 1-Year Est. Return

Axa's IWC Position: Q4 2019 in Review

Axa sold out of iShares Micro-Cap ETF (IWC) in Q4 2019, closing a stake of 3,680 shares — an estimated $324K sold.

Axa first reported a position in IWC in Q4 2013 and held it in 18 quarters. The position peaked at $438K in Q1 2014. 187 funds tracked by Wall St. Rank hold IWC as of Q4 2019.

  • Axa reported no remaining iShares Micro-Cap ETF position as of Q4 2019 after selling out during the quarter.
  • Axa sold 3,680 iShares Micro-Cap ETF shares in Q4 2019, an estimated $324K.
  • Axa first reported a position in iShares Micro-Cap ETF in Q4 2013 and held it in 18 quarters.
  • Axa's iShares Micro-Cap ETF position peaked at $438K in Q1 2014.
  • 187 funds tracked by Wall St. Rank held iShares Micro-Cap ETF as of Q4 2019.

Based on Axa's 13F filing for Q4 2019, filed 18 Feb 2020.