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GFS Private Wealth’s iShares Micro-Cap ETF IWC Stock Holding History

GFS Private Wealth’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
2017
Q4 		$7.52M Buy
+78,593
New +$7.45M 2.58% 15

Other funds holding IWC

MFM
MD Financial Management Ottawa, Ontario, Canada $4.15B AUM 11.74% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
EA
Efficient Advisors Mason, Ohio $1.41B AUM 13.81% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
OCM
One Capital Management Westlake Village, California $3.65B AUM 15.32% 1-Year Est. Return
RC
RegentAtlantic Capital Morristown, New Jersey $3.34B AUM 14.54% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
AA
Alesco Advisors Pittsford, New York $4.36B AUM 19.15% 1-Year Est. Return
DY
Dowling & Yahnke San Diego, California $2.15B AUM 10.82% 1-Year Est. Return

GFS Private Wealth's IWC Position: Q4 2017 in Review

GFS Private Wealth opened a new position in iShares Micro-Cap ETF (IWC) in Q4 2017: 78,593 shares worth $7.52M. The stake represents 2.58% of the portfolio and ranks #15 among its holdings.

163 funds tracked by Wall St. Rank hold IWC as of Q4 2017.

  • GFS Private Wealth held 78,593 shares of iShares Micro-Cap ETF worth $7.52M as of Q4 2017.
  • iShares Micro-Cap ETF was a new GFS Private Wealth position in Q4 2017.
  • iShares Micro-Cap ETF made up 2.58% of GFS Private Wealth's portfolio in Q4 2017, its #15 holding.
  • 163 funds tracked by Wall St. Rank held iShares Micro-Cap ETF as of Q4 2017.

Based on GFS Private Wealth's 13F filing for Q4 2017, filed 29 Jan 2018.