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

Semmax 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
2020 Q3	–	Sell	-116	Closed	-$10K	–	264
2020 Q2	$10K	Hold	116	–	–	0.01%	158
2020 Q1	$8K	Hold	116	–	–	0.01%	164
2019 Q4	$12K	Hold	116	–	–	0.01%	159
2019 Q3	$10K	Hold	116	–	–	0.01%	180
2019 Q2	$11K	Sell	116 -143	-55%	-$13.3K	0.01%	175
2019 Q1	$24K	Hold	259	–	–	0.02%	245
2018 Q4	$21K	Buy	+259	New	+$24.1K	0.02%	275

Other funds holding IWC

MFM

MD Financial Management Ottawa, Ontario, Canada $4.15B AUM 11.74% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

HHGA

Halbert Hargrove Global Advisors Long Beach, California $2.31B AUM 21.64% 1-Year Est. Return

AAS

Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return

OCM

One Capital Management Westlake Village, California $3.65B AUM 15.32% 1-Year Est. Return

Alesco Advisors Pittsford, New York $3.92B AUM 15.21% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Efficient Advisors Mason, Ohio $1.41B AUM 13.81% 1-Year Est. Return

Dowling & Yahnke San Diego, California $2.15B AUM 10.82% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Semmax Financial Advisors's IWC Position: Q3 2020 in Review

Semmax Financial Advisors sold out of iShares Micro-Cap ETF (IWC) in Q3 2020, closing a stake of 116 shares — an estimated $10K sold.

Semmax Financial Advisors first reported a position in IWC in Q4 2018 and held it in 7 quarters. The position peaked at $24K in Q1 2019. 157 funds tracked by Wall St. Rank hold IWC as of Q3 2020.

Semmax Financial Advisors reported no remaining iShares Micro-Cap ETF position as of Q3 2020 after selling out during the quarter.
Semmax Financial Advisors sold 116 iShares Micro-Cap ETF shares in Q3 2020, an estimated $10K.
Semmax Financial Advisors first reported a position in iShares Micro-Cap ETF in Q4 2018 and held it in 7 quarters.
Semmax Financial Advisors's iShares Micro-Cap ETF position peaked at $24K in Q1 2019.
157 funds tracked by Wall St. Rank held iShares Micro-Cap ETF as of Q3 2020.

Based on Semmax Financial Advisors's 13F filing for Q3 2020, filed 29 Oct 2020.