EFS
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Edelman Financial Services’s iShares Russell 1000 Value ETF IWD Stock Holding History

Edelman Financial Services’s Portfolio IWD Stock Details IWD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-17,839,471
Closed -$2.26B – 15
2018
Q3 		$2.26B Buy
17,839,471
+217,242
+1% +$27.3M 20.55% 2
2018
Q2 		$2.14B Buy
17,622,229
+318,162
+2% +$38.7M 20.33% 2
2018
Q1 		$2.08B Sell
17,304,067
-3,381,661
-16% -$422M 20.55% 2
2017
Q4 		$2.57B Buy
20,685,728
+301,296
+1% +$36.5M 26.16% 1
2017
Q3 		$2.42B Buy
20,384,432
+489,144
+2% +$57M 25.94% 1
2017
Q2 		$2.32B Buy
19,895,288
+460,892
+2% +$53M 26.27% 1
2017
Q1 		$2.23B Buy
19,434,396
+311,170
+2% +$35.7M 26.32% 1
2016
Q4 		$2.14B Buy
19,123,226
+134,469
+0.7% +$14.5M 26.94% 1
2016
Q3 		$2.01B Buy
18,988,757
+318,699
+2% +$33.6M 26.26% 1
2016
Q2 		$1.93B Buy
18,670,058
+366,603
+2% +$37M 26.25% 1
2016
Q1 		$1.81B Buy
18,303,455
+586,674
+3% +$55M 26.13% 1
2015
Q4 		$1.73B Buy
17,716,781
+405,317
+2% +$40.2M 26.15% 1
2015
Q3 		$1.61B Buy
17,311,464
+464,543
+3% +$46.1M 26.1% 1
2015
Q2 		$1.74B Buy
16,846,921
+371,694
+2% +$39M 26.82% 1
2015
Q1 		$1.7B Buy
16,475,227
+186,341
+1% +$19.3M 26.48% 1
2014
Q4 		$1.7B Sell
16,288,886
-117,737
-0.7% -$12M 27.81% 1
2014
Q3 		$1.64B Buy
16,406,623
+453,715
+3% +$45.9M 28.24% 1
2014
Q2 		$1.62B Buy
15,952,908
+334,808
+2% +$32.8M 27.97% 1
2014
Q1 		$1.51B Buy
15,618,100
+511,059
+3% +$47.9M 28.14% 1
2013
Q4 		$1.42B Buy
15,107,041
+239,349
+2% +$21.7M 28.23% 1
2013
Q3 		$1.28B Buy
14,867,692
+339,121
+2% +$29.4M 26.08% 1
2013
Q2 		$1.22B Buy
+14,528,571
New +$1.21B 26.86% 1

Other funds holding IWD

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Edelman Financial Services's IWD Position: Q4 2018 in Review

Edelman Financial Services sold out of iShares Russell 1000 Value ETF (IWD) in Q4 2018, closing a stake of 17,839,471 shares — an estimated $2.26B sold.

Edelman Financial Services first reported a position in IWD in Q2 2013 and held it in 22 quarters. The position peaked at $2.57B in Q4 2017. 955 funds tracked by Wall St. Rank hold IWD as of Q4 2018.

  • Edelman Financial Services reported no remaining iShares Russell 1000 Value ETF position as of Q4 2018 after selling out during the quarter.
  • Edelman Financial Services sold 17,839,471 iShares Russell 1000 Value ETF shares in Q4 2018, an estimated $2.26B.
  • Edelman Financial Services first reported a position in iShares Russell 1000 Value ETF in Q2 2013 and held it in 22 quarters.
  • Edelman Financial Services's iShares Russell 1000 Value ETF position peaked at $2.57B in Q4 2017.
  • 955 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q4 2018.

Based on Edelman Financial Services's 13F filing for Q4 2018.