IWA
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IVC Wealth Advisors’s abrdn Bloomberg All Commodity Strategy K-1 Free ETF BCI Stock Holding History

IVC Wealth Advisors’s Portfolio BCI Stock Details BCI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-11,605
Closed -$225K – 164
2023
Q4 		$225K Buy
11,605
+695
+6% +$14.3K 0.14% 142
2023
Q3 		$230K Sell
10,910
-3,677
-25% -$77.7K 0.15% 128
2023
Q2 		$294K Buy
14,587
+1,424
+11% +$29K 0.19% 113
2023
Q1 		$273K Sell
13,163
-5,934
-31% -$125K 0.19% 113
2022
Q4 		$421K Buy
19,097
+5,170
+37% +$134K 0.31% 84
2022
Q3 		$360K Sell
13,927
-966
-6% -$26.4K 0.29% 84
2022
Q2 		$404K Buy
14,893
+3,993
+37% +$119K 0.31% 80
2022
Q1 		$313K Buy
+10,900
New +$287K 0.21% 112

Other funds holding BCI

SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
MGP
Metis Global Partners San Diego, California $4.07B AUM 30.82% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PWPCM
Perella Weinberg Partners Capital Management New York $993M AUM 6.71% 1-Year Est. Return
NL
NEPC LLC Boston, Massachusetts $5.02B AUM 7.87% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
FTA
Financial & Tax Architects St Louis, Missouri $448M AUM 13.98% 1-Year Est. Return
MA
MCF Advisors Covington, Kentucky $2.28B AUM 14.87% 1-Year Est. Return