Institute for Wealth Management’s iShares MSCI BIC ETF BKF Stock Holding History

Institute for Wealth Management’s Portfolio BKF Stock Details BKF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q4	–	Sell	-16,610	Closed	-$670K	–	271
2018 Q3	$670K	Sell	16,610 -213	-1%	-$8.78K	0.23%	134
2018 Q2	$705K	Sell	16,823 -220	-1%	-$9.85K	0.22%	135
2018 Q1	$764K	Buy	+17,043	New	+$809K	0.23%	155
2017 Q4	–	Sell	-21,871	Closed	-$942K	–	395
2017 Q3	$942K	Sell	21,871 -2,566	-11%	-$106K	0.31%	109
2017 Q2	$910K	Buy	+24,437	New	+$906K	0.25%	131

Other funds holding BKF

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

FTUS

Flow Traders U.S. New York $3.16B AUM 19.52% 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

PFA

Pure Financial Advisors San Diego, California $6.97B AUM 16.14% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Conning Inc Hartford, Connecticut $3.01B AUM 16.23% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Institute for Wealth Management's BKF Position: Q4 2018 in Review

Institute for Wealth Management sold out of iShares MSCI BIC ETF (BKF) in Q4 2018, closing a stake of 16,610 shares — an estimated $670K sold.

Institute for Wealth Management first reported a position in BKF in Q2 2017 and held it in 5 quarters. The position peaked at $942K in Q3 2017. 55 funds tracked by Wall St. Rank hold BKF as of Q4 2018.

Institute for Wealth Management reported no remaining iShares MSCI BIC ETF position as of Q4 2018 after selling out during the quarter.
Institute for Wealth Management sold 16,610 iShares MSCI BIC ETF shares in Q4 2018, an estimated $670K.
Institute for Wealth Management first reported a position in iShares MSCI BIC ETF in Q2 2017 and held it in 5 quarters.
Institute for Wealth Management's iShares MSCI BIC ETF position peaked at $942K in Q3 2017.
55 funds tracked by Wall St. Rank held iShares MSCI BIC ETF as of Q4 2018.

Based on Institute for Wealth Management's 13F filing for Q4 2018, filed 8 Feb 2019.