AWM
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Altium Wealth Management’s iShares MSCI Global Min Vol Factor ETF ACWV Stock Holding History

Altium Wealth 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
Q3 		– Sell
-2,816
Closed -$234K – 301
2018
Q2 		$234K Buy
+2,816
New +$236K 0.06% 221

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AL
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SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
PP
Prudential plc London, England, United Kingdom $18.4B AUM 23.98% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
MFM
MD Financial Management Ottawa, Ontario, Canada $4.15B AUM 11.74% 1-Year Est. Return
Bessemer Group
Bessemer Group Woodbridge, New Jersey $72.7B AUM 39.36% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

Altium Wealth Management's ACWV Position: Q3 2018 in Review

Altium Wealth Management sold out of iShares MSCI Global Min Vol Factor ETF (ACWV) in Q3 2018, closing a stake of 2,816 shares — an estimated $234K sold.

Altium Wealth Management first reported a position in ACWV in Q2 2018 and held it in 1 quarter. The position peaked at $234K in Q2 2018. 168 funds tracked by Wall St. Rank hold ACWV as of Q3 2018.

  • Altium Wealth Management reported no remaining iShares MSCI Global Min Vol Factor ETF position as of Q3 2018 after selling out during the quarter.
  • Altium Wealth Management sold 2,816 iShares MSCI Global Min Vol Factor ETF shares in Q3 2018, an estimated $234K.
  • Altium Wealth Management first reported a position in iShares MSCI Global Min Vol Factor ETF in Q2 2018 and held it in 1 quarter.
  • Altium Wealth Management's iShares MSCI Global Min Vol Factor ETF position peaked at $234K in Q2 2018.
  • 168 funds tracked by Wall St. Rank held iShares MSCI Global Min Vol Factor ETF as of Q3 2018.

Based on Altium Wealth Management's 13F filing for Q3 2018, filed 13 Nov 2018.