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Atlanta Financial Associates’s iShares MSCI Global Min Vol Factor ETF ACWV Stock Holding History

Atlanta Financial Associates’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
2020
Q3 		– Sell
-13,704
Closed -$1.2M – 67
2020
Q2 		$1.2M Buy
13,704
+140
+1% +$12.1K 0.67% 14
2020
Q1 		$1.09M Buy
+13,564
New +$1.25M 0.86% 15

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AL
Aspiriant LLC Los Angeles, California $3.51B AUM 13.98% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
RWA
RGT Wealth Advisors Dallas, Texas $627M AUM 13.83% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LWA
Lenox Wealth Advisors New York $798M AUM 5.74% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
Bessemer Group
Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return

Atlanta Financial Associates's ACWV Position: Q3 2020 in Review

Atlanta Financial Associates sold out of iShares MSCI Global Min Vol Factor ETF (ACWV) in Q3 2020, closing a stake of 13,704 shares — an estimated $1.2M sold.

Atlanta Financial Associates first reported a position in ACWV in Q1 2020 and held it in 2 quarters. The position peaked at $1.2M in Q2 2020. 256 funds tracked by Wall St. Rank hold ACWV as of Q3 2020.

  • Atlanta Financial Associates reported no remaining iShares MSCI Global Min Vol Factor ETF position as of Q3 2020 after selling out during the quarter.
  • Atlanta Financial Associates sold 13,704 iShares MSCI Global Min Vol Factor ETF shares in Q3 2020, an estimated $1.2M.
  • Atlanta Financial Associates first reported a position in iShares MSCI Global Min Vol Factor ETF in Q1 2020 and held it in 2 quarters.
  • Atlanta Financial Associates's iShares MSCI Global Min Vol Factor ETF position peaked at $1.2M in Q2 2020.
  • 256 funds tracked by Wall St. Rank held iShares MSCI Global Min Vol Factor ETF as of Q3 2020.

Based on Atlanta Financial Associates's 13F filing for Q3 2020, filed 6 Nov 2020.