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Efficient Market Advisors’s iShares Russell 2000 ETF IWM Stock Holding History

Efficient Market Advisors’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
2017
Q1 		$1.9M Sell
13,829
-1,106
-7% -$151K 0.26% 28
2016
Q4 		$2.01M Sell
14,935
-8,181
-35% -$1.05M 0.3% 28
2016
Q3 		$2.87M Sell
23,116
-3,088
-12% -$375K 0.44% 22
2016
Q2 		$3.01M Sell
26,204
-1,975
-7% -$223K 0.49% 22
2016
Q1 		$3.12M Sell
28,179
-1,439
-5% -$149K 0.54% 23
2015
Q4 		$3.34M Sell
29,618
-2,089
-7% -$241K 0.72% 21
2015
Q3 		$3.46M Buy
31,707
+833
+3% +$98.8K 0.82% 19
2015
Q2 		$3.85M Sell
30,874
-5,402
-15% -$675K 0.89% 21
2015
Q1 		$4.51M Sell
36,276
-3,340
-8% -$403K 1.04% 19
2014
Q4 		$4.74M Buy
39,616
+3,150
+9% +$360K 1.16% 18
2014
Q3 		$3.99M Sell
36,466
-68,912
-65% -$7.88M 1.05% 19
2014
Q2 		$12.5M Sell
105,378
-8,258
-7% -$938K 3.18% 12
2014
Q1 		$13.2M Sell
113,636
-9,543
-8% -$1.1M 3.52% 10
2013
Q4 		$14.2M Sell
123,179
-25,747
-17% -$2.84M 4.2% 9
2013
Q3 		$15.9M Sell
148,926
-4,975
-3% -$515K 5.14% 7
2013
Q2 		$14.9M Buy
+153,901
New +$14.7M 5.43% 7

Other funds holding IWM

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Efficient Market Advisors's IWM Position: Q1 2017 in Review

Efficient Market Advisors reduced its iShares Russell 2000 ETF (IWM) stake by 7.4% in Q1 2017, selling an estimated $151K and leaving 13,829 shares worth $1.9M. The position accounts for 0.26% of the portfolio, ranked #28.

Efficient Market Advisors first reported a position in IWM in Q2 2013 and has held it in 16 quarters since. The position peaked at $15.9M in Q3 2013. 1,080 funds tracked by Wall St. Rank hold IWM as of Q1 2017.

  • Efficient Market Advisors held 13,829 shares of iShares Russell 2000 ETF worth $1.9M as of Q1 2017.
  • Efficient Market Advisors sold 1,106 iShares Russell 2000 ETF shares in Q1 2017, an estimated $151K.
  • iShares Russell 2000 ETF made up 0.26% of Efficient Market Advisors's portfolio in Q1 2017, its #28 holding.
  • Efficient Market Advisors first reported a position in iShares Russell 2000 ETF in Q2 2013 and has held it in 16 quarters since.
  • Efficient Market Advisors's iShares Russell 2000 ETF position peaked at $15.9M in Q3 2013.
  • 1,080 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q1 2017.

Based on Efficient Market Advisors's 13F filing for Q1 2017, filed 26 Apr 2017.