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Raab & Moskowitz Asset Management’s iShares Micro-Cap ETF IWC Stock Holding History

Raab & Moskowitz Asset Management’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
Q1 		– Sell
-10
Closed -$1K – 252
2014
Q4 		$1K Buy
+10
New +$726 ﹤0.01% 466

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 $530B 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 $871B AUM 31.28% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
RC
RegentAtlantic Capital Morristown, New Jersey $3.34B AUM 14.54% 1-Year Est. Return

Raab & Moskowitz Asset Management's IWC Position: Q1 2015 in Review

Raab & Moskowitz Asset Management sold out of iShares Micro-Cap ETF (IWC) in Q1 2015, closing a stake of 10 shares — an estimated $1K sold.

Raab & Moskowitz Asset Management first reported a position in IWC in Q4 2014 and held it in 1 quarter. The position peaked at $1K in Q4 2014. 139 funds tracked by Wall St. Rank hold IWC as of Q1 2015.

  • Raab & Moskowitz Asset Management reported no remaining iShares Micro-Cap ETF position as of Q1 2015 after selling out during the quarter.
  • Raab & Moskowitz Asset Management sold 10 iShares Micro-Cap ETF shares in Q1 2015, an estimated $1K.
  • Raab & Moskowitz Asset Management first reported a position in iShares Micro-Cap ETF in Q4 2014 and held it in 1 quarter.
  • Raab & Moskowitz Asset Management's iShares Micro-Cap ETF position peaked at $1K in Q4 2014.
  • 139 funds tracked by Wall St. Rank held iShares Micro-Cap ETF as of Q1 2015.

Based on Raab & Moskowitz Asset Management's 13F filing for Q1 2015, filed 12 May 2015.