EFG Capital International’s iShares Russell 2000 ETF IWM Stock Holding History

EFG Capital International’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
2023 Q2	$15.8M	Buy	+84,424	New	+$15.1M	3.66%	2

Other funds holding IWM

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $71.2B AUM 48.86% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

EFG Capital International's IWM Position: Q2 2023 in Review

EFG Capital International opened a new position in iShares Russell 2000 ETF (IWM) in Q2 2023: 84,424 shares worth $15.8M. The stake represents 3.66% of the portfolio and ranks #2 among its holdings.

1,962 funds tracked by Wall St. Rank hold IWM as of Q2 2023.

EFG Capital International held 84,424 shares of iShares Russell 2000 ETF worth $15.8M as of Q2 2023.
iShares Russell 2000 ETF was a new EFG Capital International position in Q2 2023.
iShares Russell 2000 ETF made up 3.66% of EFG Capital International's portfolio in Q2 2023, its #2 holding.
1,962 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2023.

Based on EFG Capital International's 13F filing for Q2 2023, filed 2 Aug 2023.