Girard Partners’s iShares Micro-Cap ETF IWC Stock Holding History

Girard Partners’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
2018 Q4	–	Sell	-65	Closed	-$7K	–	519
2018 Q3	$7K	Buy	+65	New	+$6.97K	﹤0.01%	796

Other funds holding IWC

MFM

MD Financial Management Ottawa, Ontario, Canada $4.15B AUM 11.74% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Efficient Advisors Mason, Ohio $1.41B AUM 13.81% 1-Year Est. Return

OCM

One Capital Management Westlake Village, California $3.65B AUM 15.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

RegentAtlantic Capital Morristown, New Jersey $3.34B AUM 14.54% 1-Year Est. Return

Dowling & Yahnke San Diego, California $2.15B AUM 10.82% 1-Year Est. Return

Alesco Advisors Pittsford, New York $3.92B AUM 15.21% 1-Year Est. Return

Henshaw Capital Woburn, Massachusetts $2.7B AUM 29.67% 1-Year Est. Return

Girard Partners's IWC Position: Q4 2018 in Review

Girard Partners sold out of iShares Micro-Cap ETF (IWC) in Q4 2018, closing a stake of 65 shares — an estimated $7K sold.

Girard Partners first reported a position in IWC in Q3 2018 and held it in 1 quarter. The position peaked at $7K in Q3 2018. 189 funds tracked by Wall St. Rank hold IWC as of Q4 2018.

Girard Partners reported no remaining iShares Micro-Cap ETF position as of Q4 2018 after selling out during the quarter.
Girard Partners sold 65 iShares Micro-Cap ETF shares in Q4 2018, an estimated $7K.
Girard Partners first reported a position in iShares Micro-Cap ETF in Q3 2018 and held it in 1 quarter.
Girard Partners's iShares Micro-Cap ETF position peaked at $7K in Q3 2018.
189 funds tracked by Wall St. Rank held iShares Micro-Cap ETF as of Q4 2018.

Based on Girard Partners's 13F filing for Q4 2018, filed 11 Feb 2019.