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Edmond de Rothschild (Monaco)’s iShares Russell 2000 ETF IWM Stock Holding History

Edmond de Rothschild (Monaco)’s Portfolio IWM Stock Details IWM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q3 		$241K Buy
+1,940
New +$236K 0.21% 33

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Goldman Sachs
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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Edmond de Rothschild (Monaco)'s IWM Position: Q3 2016 in Review

Edmond de Rothschild (Monaco) opened a new position in iShares Russell 2000 ETF (IWM) in Q3 2016: 1,940 shares worth $241K. The stake represents 0.21% of the portfolio and ranks #33 among its holdings.

929 funds tracked by Wall St. Rank hold IWM as of Q3 2016.

  • Edmond de Rothschild (Monaco) held 1,940 shares of iShares Russell 2000 ETF worth $241K as of Q3 2016.
  • iShares Russell 2000 ETF was a new Edmond de Rothschild (Monaco) position in Q3 2016.
  • iShares Russell 2000 ETF made up 0.21% of Edmond de Rothschild (Monaco)'s portfolio in Q3 2016, its #33 holding.
  • 929 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q3 2016.

Based on Edmond de Rothschild (Monaco)'s 13F filing for Q3 2016, filed 21 Nov 2016.