Hefren-Tillotson’s iShares Micro-Cap ETF IWC Stock Holding History

Hefren-Tillotson’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
2016 Q1	–	Sell	-8	Closed	-$1K	–	50
2015 Q4	$1K	Buy	+8	New	+$590	﹤0.01%	70

Other funds holding IWC

CSIA

Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 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

QS Investors New York $8.47B AUM 30.71% 1-Year Est. Return

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

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

BFPW

BOK Financial Private Wealth Denver, Colorado $1.66B AUM 18.56% 1-Year Est. Return

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

Hefren-Tillotson's IWC Position: Q1 2016 in Review

Hefren-Tillotson sold out of iShares Micro-Cap ETF (IWC) in Q1 2016, closing a stake of 8 shares — an estimated $1K sold.

Hefren-Tillotson first reported a position in IWC in Q4 2015 and held it in 1 quarter. The position peaked at $1K in Q4 2015. 125 funds tracked by Wall St. Rank hold IWC as of Q1 2016.

Hefren-Tillotson reported no remaining iShares Micro-Cap ETF position as of Q1 2016 after selling out during the quarter.
Hefren-Tillotson sold 8 iShares Micro-Cap ETF shares in Q1 2016, an estimated $1K.
Hefren-Tillotson first reported a position in iShares Micro-Cap ETF in Q4 2015 and held it in 1 quarter.
Hefren-Tillotson's iShares Micro-Cap ETF position peaked at $1K in Q4 2015.
125 funds tracked by Wall St. Rank held iShares Micro-Cap ETF as of Q1 2016.

Based on Hefren-Tillotson's 13F filing for Q1 2016, filed 2 May 2016.