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Moneta Group Investment Advisors’s iShares Micro-Cap ETF IWC Stock Holding History

Moneta Group Investment 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
2018
Q3 		– Sell
-889
Closed -$94K – 304
2018
Q2 		$94K Buy
889
+164
+23% +$16.8K 0.01% 288
2018
Q1 		$70K Sell
725
-5,500
-88% -$536K 0.01% 292
2017
Q4 		$596K Hold
6,225
– – 0.09% 108
2017
Q3 		$588K Hold
6,225
– – 0.09% 104
2017
Q2 		$554K Buy
6,225
+725
+13% +$62.5K 0.09% 113
2017
Q1 		$471K Hold
5,500
– – 0.09% 89
2016
Q4 		$472K Buy
+5,500
New +$442K 0.1% 93

Other funds holding IWC

MFM
MD Financial Management Ottawa, Ontario, Canada $4.15B AUM 11.74% 1-Year Est. Return
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
EA
Efficient Advisors Mason, Ohio $1.41B AUM 13.81% 1-Year Est. Return
OCM
One Capital Management Westlake Village, California $3.65B AUM 15.32% 1-Year Est. Return
RC
RegentAtlantic Capital Morristown, New Jersey $3.34B AUM 14.54% 1-Year Est. Return
AA
Alesco Advisors Pittsford, New York $3.92B AUM 15.21% 1-Year Est. Return
HC
Henshaw Capital Woburn, Massachusetts $2.7B AUM 29.67% 1-Year Est. Return
DY
Dowling & Yahnke San Diego, California $2.15B AUM 10.82% 1-Year Est. Return

Moneta Group Investment Advisors's IWC Position: Q3 2018 in Review

Moneta Group Investment Advisors sold out of iShares Micro-Cap ETF (IWC) in Q3 2018, closing a stake of 889 shares — an estimated $94K sold.

Moneta Group Investment Advisors first reported a position in IWC in Q4 2016 and held it in 7 quarters. The position peaked at $596K in Q4 2017. 186 funds tracked by Wall St. Rank hold IWC as of Q3 2018.

  • Moneta Group Investment Advisors reported no remaining iShares Micro-Cap ETF position as of Q3 2018 after selling out during the quarter.
  • Moneta Group Investment Advisors sold 889 iShares Micro-Cap ETF shares in Q3 2018, an estimated $94K.
  • Moneta Group Investment Advisors first reported a position in iShares Micro-Cap ETF in Q4 2016 and held it in 7 quarters.
  • Moneta Group Investment Advisors's iShares Micro-Cap ETF position peaked at $596K in Q4 2017.
  • 186 funds tracked by Wall St. Rank held iShares Micro-Cap ETF as of Q3 2018.

Based on Moneta Group Investment Advisors's 13F filing for Q3 2018, filed 13 Nov 2018.