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Meristem Family Wealth’s iShares Micro-Cap ETF IWC Stock Holding History

Meristem Family Wealth’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
2022
Q1 		– Sell
-4,654
Closed -$650K – 373
2021
Q4 		$650K Hold
4,654
– – 0.06% 184
2021
Q3 		$672K Buy
+4,654
New +$676K 0.06% 182

Other funds holding IWC

1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
HHGA
Halbert Hargrove Global Advisors Long Beach, California $2.31B AUM 21.64% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
OCM
One Capital Management Westlake Village, California $3.6B AUM 16.02% 1-Year Est. Return
AAS
Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
SI
Stephens Inc Little Rock, Arkansas $8.93B AUM 25.13% 1-Year Est. Return
AA
Alesco Advisors Pittsford, New York $4.36B AUM 19.15% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Meristem Family Wealth's IWC Position: Q1 2022 in Review

Meristem Family Wealth sold out of iShares Micro-Cap ETF (IWC) in Q1 2022, closing a stake of 4,654 shares — an estimated $650K sold.

Meristem Family Wealth first reported a position in IWC in Q3 2021 and held it in 2 quarters. The position peaked at $672K in Q3 2021. 223 funds tracked by Wall St. Rank hold IWC as of Q1 2022.

  • Meristem Family Wealth reported no remaining iShares Micro-Cap ETF position as of Q1 2022 after selling out during the quarter.
  • Meristem Family Wealth sold 4,654 iShares Micro-Cap ETF shares in Q1 2022, an estimated $650K.
  • Meristem Family Wealth first reported a position in iShares Micro-Cap ETF in Q3 2021 and held it in 2 quarters.
  • Meristem Family Wealth's iShares Micro-Cap ETF position peaked at $672K in Q3 2021.
  • 223 funds tracked by Wall St. Rank held iShares Micro-Cap ETF as of Q1 2022.

Based on Meristem Family Wealth's 13F filing for Q1 2022, filed 11 May 2022.