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Plante Moran Financial Advisors’s iShares Micro-Cap ETF IWC Stock Holding History

Plante Moran Financial 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
2017
Q3 		– Sell
-100
Closed -$9K – 832
2017
Q2 		$9K Buy
+100
New +$8.62K 0.01% 575

Other funds holding IWC

QI
QS Investors New York $8.47B AUM 30.71% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
EA
Efficient Advisors Mason, Ohio $1.41B AUM 13.81% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
OCM
One Capital Management Westlake Village, California $3.6B AUM 16.02% 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 $4.36B AUM 19.15% 1-Year Est. Return
DY
Dowling & Yahnke San Diego, California $2.15B AUM 10.82% 1-Year Est. Return
BFPW
BOK Financial Private Wealth Denver, Colorado $1.95B AUM 20.52% 1-Year Est. Return

Plante Moran Financial Advisors's IWC Position: Q3 2017 in Review

Plante Moran Financial Advisors sold out of iShares Micro-Cap ETF (IWC) in Q3 2017, closing a stake of 100 shares — an estimated $9K sold.

Plante Moran Financial Advisors first reported a position in IWC in Q2 2017 and held it in 1 quarter. The position peaked at $9K in Q2 2017. 142 funds tracked by Wall St. Rank hold IWC as of Q3 2017.

  • Plante Moran Financial Advisors reported no remaining iShares Micro-Cap ETF position as of Q3 2017 after selling out during the quarter.
  • Plante Moran Financial Advisors sold 100 iShares Micro-Cap ETF shares in Q3 2017, an estimated $9K.
  • Plante Moran Financial Advisors first reported a position in iShares Micro-Cap ETF in Q2 2017 and held it in 1 quarter.
  • Plante Moran Financial Advisors's iShares Micro-Cap ETF position peaked at $9K in Q2 2017.
  • 142 funds tracked by Wall St. Rank held iShares Micro-Cap ETF as of Q3 2017.

Based on Plante Moran Financial Advisors's 13F filing for Q3 2017, filed 8 Nov 2017.