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Efficient Market Advisors’s iShares Russell 1000 Value ETF IWD Stock Holding History

Efficient Market Advisors’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
2015
Q4 		– Sell
-86
Closed -$8K – 186
2015
Q3 		$8K Buy
+86
New +$8.54K ﹤0.01% 128
2014
Q4 		– Sell
-265
Closed -$27K – 184
2014
Q3 		$27K Buy
+265
New +$26.8K 0.01% 87

Other funds holding IWD

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
EFS
Edelman Financial Services Fairfax, Virginia $11B AUM 9.53% 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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
SB
Suntrust Banks Atlanta, Georgia $19.2B AUM 0.83% 1-Year Est. Return

Efficient Market Advisors's IWD Position: Q4 2015 in Review

Efficient Market Advisors sold out of iShares Russell 1000 Value ETF (IWD) in Q4 2015, closing a stake of 86 shares — an estimated $8K sold.

Efficient Market Advisors first reported a position in IWD in Q3 2014 and held it in 2 quarters. The position peaked at $27K in Q3 2014. 579 funds tracked by Wall St. Rank hold IWD as of Q4 2015.

  • Efficient Market Advisors reported no remaining iShares Russell 1000 Value ETF position as of Q4 2015 after selling out during the quarter.
  • Efficient Market Advisors sold 86 iShares Russell 1000 Value ETF shares in Q4 2015, an estimated $8K.
  • Efficient Market Advisors first reported a position in iShares Russell 1000 Value ETF in Q3 2014 and held it in 2 quarters.
  • Efficient Market Advisors's iShares Russell 1000 Value ETF position peaked at $27K in Q3 2014.
  • 579 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q4 2015.

Based on Efficient Market Advisors's 13F filing for Q4 2015, filed 19 Jan 2016.