AIM
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Advantage Investment Management’s iShares MSCI Global Min Vol Factor ETF ACWV Stock Holding History

Advantage Investment Management’s Portfolio ACWV Stock Details ACWV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-1,738
Closed -$153K – 983
2018
Q3 		$153K Sell
1,738
-154
-8% -$13.2K 0.1% 187
2018
Q2 		$157K Sell
1,892
-33
-2% -$2.77K 0.11% 156
2018
Q1 		$161K Sell
1,925
-515
-21% -$43.5K 0.06% 177
2017
Q4 		$206K Sell
2,440
-118
-5% -$9.82K 0.06% 167
2017
Q3 		$208K Buy
2,558
+405
+19% +$32.6K 0.07% 166
2017
Q2 		$170K Buy
2,153
+360
+20% +$28.4K 0.06% 179
2017
Q1 		$138K Buy
1,793
+112
+7% +$8.44K 0.05% 184
2016
Q4 		$122K Buy
1,681
+1,580
+1,564% +$116K 0.05% 199
2016
Q3 		$8K Hold
101
– – ﹤0.01% 647
2016
Q2 		$8K Buy
+101
New +$7.48K ﹤0.01% 621

Other funds holding ACWV

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
AL
Aspiriant LLC Los Angeles, California $3.51B AUM 13.98% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
PP
Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bessemer Group
Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return
LWA
Lenox Wealth Advisors New York $798M AUM 5.74% 1-Year Est. Return
MFM
MD Financial Management Ottawa, Ontario, Canada $4.15B AUM 11.74% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return