TIAA FSB’s iShares Micro-Cap ETF IWC Stock Holding History

TIAA FSB’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
2023 Q2	$213K	Hold	1,945	–	–	﹤0.01%	536
2023 Q1	$203K	Sell	1,945 -25	-1%	-$2.81K	﹤0.01%	537
2022 Q4	$212K	Hold	1,970	–	–	﹤0.01%	534
2022 Q3	$204K	Hold	1,970	–	–	﹤0.01%	535
2022 Q2	$205K	Buy	+1,970	New	+$227K	﹤0.01%	565

Other funds holding IWC

1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return

OCM

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

Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return

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

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

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

AAS

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

EWM

Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return

AFG

Arkansas Financial Group Little Rock, Arkansas $717M AUM 10.97% 1-Year Est. Return

HHGA

Halbert Hargrove Global Advisors Long Beach, California $2.07B AUM 19% 1-Year Est. Return

TIAA FSB's IWC Position: Q2 2023 in Review

TIAA FSB held its iShares Micro-Cap ETF (IWC) position steady in Q2 2023 at 1,945 shares worth $213K. The position accounts for ﹤0.01% of the portfolio, ranked #536.

TIAA FSB first reported a position in IWC in Q2 2022 and has held it in 5 quarters since. 193 funds tracked by Wall St. Rank hold IWC as of Q2 2023.

TIAA FSB held 1,945 shares of iShares Micro-Cap ETF worth $213K as of Q2 2023.
TIAA FSB left its iShares Micro-Cap ETF share count unchanged in Q2 2023.
iShares Micro-Cap ETF made up ﹤0.01% of TIAA FSB's portfolio in Q2 2023, its #536 holding.
TIAA FSB first reported a position in iShares Micro-Cap ETF in Q2 2022 and has held it in 5 quarters since.
193 funds tracked by Wall St. Rank held iShares Micro-Cap ETF as of Q2 2023.

Based on TIAA FSB's 13F filing for Q2 2023, filed 31 Jul 2023.