MAA
IWC icon

Managed Account Advisors’s iShares Micro-Cap ETF IWC Stock Holding History

Managed Account Advisors’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
2015
Q2 		$9.45M Sell
115,942
-445
-0.4% -$35.8K 0.01% 1123
2015
Q1 		$9.2M Buy
116,387
+2,200
+2% +$169K 0.01% 1120
2014
Q4 		$8.79M Sell
114,187
-10,721
-9% -$779K 0.01% 1110
2014
Q3 		$8.68M Sell
124,908
-888
-0.7% -$64.5K 0.01% 1098
2014
Q2 		$9.58M Sell
125,796
-3,373
-3% -$247K 0.01% 1047
2014
Q1 		$9.98M Buy
129,169
+3,573
+3% +$274K 0.01% 970
2013
Q4 		$9.44M Sell
125,596
-80,087
-39% -$5.69M 0.01% 992
2013
Q3 		$14.1M Sell
205,683
-17,813
-8% -$1.18M 0.02% 755
2013
Q2 		$13.8M Buy
+223,496
New +$13.4M 0.02% 732

Other funds holding IWC

CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
QI
QS Investors New York $8.47B AUM 30.71% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
EA
Efficient Advisors Mason, Ohio $1.41B AUM 13.81% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
RC
RegentAtlantic Capital Morristown, New Jersey $3.34B AUM 14.54% 1-Year Est. Return