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Knights of Columbus Asset Advisors’s iShares Russell 2000 ETF IWM Stock Holding History

Knights of Columbus Asset Advisors’s Portfolio IWM Stock Details IWM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q1 		– Sell
-155
Closed -$26K – 395
2019
Q4 		$26K Buy
+155
New +$24.5K ﹤0.01% 386

Other funds holding IWM

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Knights of Columbus Asset Advisors's IWM Position: Q1 2020 in Review

Knights of Columbus Asset Advisors sold out of iShares Russell 2000 ETF (IWM) in Q1 2020, closing a stake of 155 shares — an estimated $26K sold.

Knights of Columbus Asset Advisors first reported a position in IWM in Q4 2019 and held it in 1 quarter. The position peaked at $26K in Q4 2019. 1,440 funds tracked by Wall St. Rank hold IWM as of Q1 2020.

  • Knights of Columbus Asset Advisors reported no remaining iShares Russell 2000 ETF position as of Q1 2020 after selling out during the quarter.
  • Knights of Columbus Asset Advisors sold 155 iShares Russell 2000 ETF shares in Q1 2020, an estimated $26K.
  • Knights of Columbus Asset Advisors first reported a position in iShares Russell 2000 ETF in Q4 2019 and held it in 1 quarter.
  • Knights of Columbus Asset Advisors's iShares Russell 2000 ETF position peaked at $26K in Q4 2019.
  • 1,440 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q1 2020.

Based on Knights of Columbus Asset Advisors's 13F filing for Q1 2020, filed 15 May 2020.