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Efficient Advisors’s iShares Micro-Cap ETF IWC Stock Holding History

Efficient 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
2026
Q1 		$2.55M Sell
16,006
-1,469
-8% -$244K 0.18% 37
2025
Q4 		$2.76M Sell
17,475
-2,208
-11% -$343K 0.16% 38
2025
Q3 		$2.93M Sell
19,683
-3,793
-16% -$526K 0.17% 37
2025
Q2 		$3M Sell
23,476
-107
-0.5% -$12.4K 0.18% 39
2025
Q1 		$2.62M Sell
23,583
-5,880
-20% -$733K 0.17% 40
2024
Q4 		$3.84M Sell
29,463
-4,623
-14% -$602K 0.25% 37
2024
Q3 		$4.2M Sell
34,086
-2,057
-6% -$249K 0.26% 37
2024
Q2 		$4.12M Sell
36,143
-6,902
-16% -$796K 0.27% 38
2024
Q1 		$5.22M Sell
43,045
-6,180
-13% -$711K 0.33% 35
2023
Q4 		$5.71M Sell
49,225
-513
-1% -$52K 0.39% 35
2023
Q3 		$4.98M Sell
49,738
-2,932
-6% -$317K 0.34% 36
2023
Q2 		$5.76M Sell
52,670
-1,768
-3% -$186K 0.38% 36
2023
Q1 		$5.69M Sell
54,438
-3,458
-6% -$388K 0.4% 36
2022
Q4 		$6.24M Sell
57,896
-52
-0.1% -$5.66K 0.63% 29
2022
Q3 		$5.99M Sell
57,948
-9,278
-14% -$1.05M 0.52% 28
2022
Q2 		$6.99M Sell
67,226
-16,605
-20% -$1.91M 0.58% 29
2022
Q1 		$10.8M Sell
83,831
-4,167
-5% -$535K 0.82% 29
2021
Q4 		$12.3M Sell
87,998
-2,972
-3% -$431K 0.87% 29
2021
Q3 		$13.1M Sell
90,970
-8,810
-9% -$1.28M 1.26% 28
2021
Q2 		$15.2M Sell
99,780
-6,659
-6% -$987K 1.89% 17
2021
Q1 		$15.6M Sell
106,439
-9,582
-8% -$1.37M 2.14% 17
2020
Q4 		$13.8M Sell
116,021
-16,854
-13% -$1.78M 2.1% 15
2020
Q3 		$12M Sell
132,875
-8,061
-6% -$735K 2.21% 13
2020
Q2 		$12.3M Sell
140,936
-16,361
-10% -$1.28M 2.28% 13
2020
Q1 		$10.5M Buy
157,297
+7,399
+5% +$653K 2.21% 13
2019
Q4 		$14.9M Sell
149,898
-6,516
-4% -$603K 2.6% 12
2019
Q3 		$13.8M Sell
156,414
-14,905
-9% -$1.34M 2.52% 13
2019
Q2 		$16M Sell
171,319
-5,964
-3% -$553K 2.79% 13
2019
Q1 		$16.4M Sell
177,283
-7,660
-4% -$706K 2.87% 13
2018
Q4 		$15.2M Buy
184,943
+3,580
+2% +$333K 2.84% 13
2018
Q3 		$19.3M Sell
181,363
-6,769
-4% -$725K 3.3% 12
2018
Q2 		$19.9M Sell
188,132
-11,536
-6% -$1.18M 3.38% 12
2018
Q1 		$19.2M Sell
199,668
-742
-0.4% -$72.3K 3.23% 12
2017
Q4 		$19.2M Sell
200,410
-2,166
-1% -$205K 3.2% 12
2017
Q3 		$19.1M Sell
202,576
-3,233
-2% -$285K 3.29% 12
2017
Q2 		$18.3M Sell
205,809
-5,642
-3% -$486K 2.69% 12
2017
Q1 		$18.1M Sell
211,451
-8,134
-4% -$691K 2.53% 12
2016
Q4 		$18.8M Sell
219,585
-18,778
-8% -$1.51M 2.7% 12
2016
Q3 		$18.6M Sell
238,363
-7,801
-3% -$586K 2.73% 12
2016
Q2 		$17.4M Sell
246,164
-2,583
-1% -$180K 2.77% 13
2016
Q1 		$16.9M Buy
248,747
+7,341
+3% +$474K 3.04% 12
2015
Q4 		$17.4M Buy
241,406
+988
+0.4% +$72.8K 3.8% 10
2015
Q3 		$16.8M Sell
240,418
-2,805
-1% -$214K 3.75% 10
2015
Q2 		$19.8M Sell
243,223
-5,138
-2% -$413K 4.14% 9
2015
Q1 		$19.6M Buy
248,361
+3,460
+1% +$266K 4.18% 10
2014
Q4 		$18.9M Buy
244,901
+2,249
+0.9% +$163K 4.31% 9
2014
Q3 		$16.9M Buy
242,652
+4,108
+2% +$298K 3.9% 10
2014
Q2 		$18.2M Sell
238,544
-3,273
-1% -$240K 4.14% 10
2014
Q1 		$18.7M Sell
241,817
-1,533
-0.6% -$118K 4.51% 9
2013
Q4 		$18.3M Sell
243,350
-4,645
-2% -$330K 4.42% 9
2013
Q3 		$17M Sell
247,995
-2,876
-1% -$190K 4.35% 10
2013
Q2 		$15.5M Buy
+250,871
New +$15M 4.32% 10

Other funds holding IWC

1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return
WT
Whittier Trust South Pasadena, California $8.86B AUM 28.01% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return
WTC
WhitTier Trust Company Reno, Nevada $4.87B AUM 25.35% 1-Year Est. Return
EWM
Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
CPIG
Chicago Partners Investment Group Chicago, Illinois $4.48B AUM 19.29% 1-Year Est. Return

Efficient Advisors's IWC Position: Q1 2026 in Review

Efficient Advisors reduced its iShares Micro-Cap ETF (IWC) stake by 8.4% in Q1 2026, selling an estimated $244K and leaving 16,006 shares worth $2.55M. The position accounts for 0.18% of the portfolio, ranked #37.

Efficient Advisors first reported a position in IWC in Q2 2013 and has held it in 52 quarters since. The position peaked at $19.9M in Q2 2018. 265 funds tracked by Wall St. Rank hold IWC as of Q1 2026.

  • Efficient Advisors held 16,006 shares of iShares Micro-Cap ETF worth $2.55M as of Q1 2026.
  • Efficient Advisors sold 1,469 iShares Micro-Cap ETF shares in Q1 2026, an estimated $244K.
  • iShares Micro-Cap ETF made up 0.18% of Efficient Advisors's portfolio in Q1 2026, its #37 holding.
  • Efficient Advisors first reported a position in iShares Micro-Cap ETF in Q2 2013 and has held it in 52 quarters since.
  • Efficient Advisors's iShares Micro-Cap ETF position peaked at $19.9M in Q2 2018.
  • 265 funds tracked by Wall St. Rank held iShares Micro-Cap ETF as of Q1 2026.

Based on Efficient Advisors's 13F filing for Q1 2026, filed 29 Apr 2026.