AWMS
ACWV icon

Advocacy Wealth Management Services’s iShares MSCI Global Min Vol Factor ETF ACWV Stock Holding History

Advocacy Wealth Management Services’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
2017
Q4 		– Sell
-3,772
Closed -$307K – 216
2017
Q3 		$307K Sell
3,772
-96
-2% -$7.73K 0.12% 18
2017
Q2 		$306K Buy
3,868
+715
+23% +$56.5K 0.11% 32
2017
Q1 		$243K Buy
+3,153
New +$237K 0.08% 34

Other funds holding ACWV

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
PP
Prudential plc London, England, United Kingdom $18.4B AUM 23.98% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
DIM
DC Investments Management Mclean, Virginia $293M AUM 21.23% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
MFM
MD Financial Management Ottawa, Ontario, Canada $4.15B AUM 11.74% 1-Year Est. Return
AL
Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

Advocacy Wealth Management Services's ACWV Position: Q4 2017 in Review

Advocacy Wealth Management Services sold out of iShares MSCI Global Min Vol Factor ETF (ACWV) in Q4 2017, closing a stake of 3,772 shares — an estimated $307K sold.

Advocacy Wealth Management Services first reported a position in ACWV in Q1 2017 and held it in 3 quarters. The position peaked at $307K in Q3 2017. 166 funds tracked by Wall St. Rank hold ACWV as of Q4 2017.

  • Advocacy Wealth Management Services reported no remaining iShares MSCI Global Min Vol Factor ETF position as of Q4 2017 after selling out during the quarter.
  • Advocacy Wealth Management Services sold 3,772 iShares MSCI Global Min Vol Factor ETF shares in Q4 2017, an estimated $307K.
  • Advocacy Wealth Management Services first reported a position in iShares MSCI Global Min Vol Factor ETF in Q1 2017 and held it in 3 quarters.
  • Advocacy Wealth Management Services's iShares MSCI Global Min Vol Factor ETF position peaked at $307K in Q3 2017.
  • 166 funds tracked by Wall St. Rank held iShares MSCI Global Min Vol Factor ETF as of Q4 2017.

Based on Advocacy Wealth Management Services's 13F filing for Q4 2017, filed 12 Jan 2018.