Global Wealth Management Investment Advisory’s iShares Micro-Cap ETF IWC Stock Holding History

Global Wealth Management Investment Advisory’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
2020 Q3	–	Sell	-170	Closed	-$15K	–	535
2020 Q2	$15K	Hold	170	–	–	0.01%	301
2020 Q1	$11K	Hold	170	–	–	0.01%	322
2019 Q4	$17K	Hold	170	–	–	0.01%	282
2019 Q3	$15K	Hold	170	–	–	0.01%	275
2019 Q2	$16K	Hold	170	–	–	0.01%	304
2019 Q1	$16K	Hold	170	–	–	0.01%	328
2018 Q4	$14K	Buy	+170	New	+$15.8K	0.01%	338

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

HHGA

Halbert Hargrove Global Advisors Long Beach, California $2.31B AUM 21.64% 1-Year Est. Return

AAS

Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return

OCM

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

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

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

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

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

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

Global Wealth Management Investment Advisory's IWC Position: Q3 2020 in Review

Global Wealth Management Investment Advisory sold out of iShares Micro-Cap ETF (IWC) in Q3 2020, closing a stake of 170 shares — an estimated $15K sold.

Global Wealth Management Investment Advisory first reported a position in IWC in Q4 2018 and held it in 7 quarters. The position peaked at $17K in Q4 2019. 158 funds tracked by Wall St. Rank hold IWC as of Q3 2020.

Global Wealth Management Investment Advisory reported no remaining iShares Micro-Cap ETF position as of Q3 2020 after selling out during the quarter.
Global Wealth Management Investment Advisory sold 170 iShares Micro-Cap ETF shares in Q3 2020, an estimated $15K.
Global Wealth Management Investment Advisory first reported a position in iShares Micro-Cap ETF in Q4 2018 and held it in 7 quarters.
Global Wealth Management Investment Advisory's iShares Micro-Cap ETF position peaked at $17K in Q4 2019.
158 funds tracked by Wall St. Rank held iShares Micro-Cap ETF as of Q3 2020.

Based on Global Wealth Management Investment Advisory's 13F filing for Q3 2020, filed 16 Nov 2020.