Avestar Capital’s iShares MSCI Global Min Vol Factor ETF ACWV Stock Holding History

Avestar Capital’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
2019 Q3	–	Sell	-282	Closed	-$24K	–	168
2019 Q2	$24K	Hold	282	–	–	0.02%	361
2019 Q1	$24K	Hold	282	–	–	0.02%	361
2018 Q4	$21K	Hold	282	–	–	0.01%	334
2018 Q3	$24K	Hold	282	–	–	0.01%	347
2018 Q2	$21K	Hold	282	–	–	0.01%	345
2018 Q1	$22K	Hold	282	–	–	0.01%	318
2017 Q4	$23K	Buy	+282	New	+$23.5K	0.02%	319

Other funds holding ACWV

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

Prudential plc London, England, United Kingdom $18.4B AUM 23.98% 1-Year Est. Return

Bessemer Group Woodbridge, New Jersey $72.7B AUM 39.36% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

MFM

MD Financial Management Ottawa, Ontario, Canada $4.15B AUM 11.74% 1-Year Est. Return

LWA

Lenox Wealth Advisors New York $798M AUM 5.74% 1-Year Est. Return

Avestar Capital's ACWV Position: Q3 2019 in Review

Avestar Capital sold out of iShares MSCI Global Min Vol Factor ETF (ACWV) in Q3 2019, closing a stake of 282 shares — an estimated $24K sold.

Avestar Capital first reported a position in ACWV in Q4 2017 and held it in 7 quarters. The position peaked at $24K in Q2 2019. 222 funds tracked by Wall St. Rank hold ACWV as of Q3 2019.

Avestar Capital reported no remaining iShares MSCI Global Min Vol Factor ETF position as of Q3 2019 after selling out during the quarter.
Avestar Capital sold 282 iShares MSCI Global Min Vol Factor ETF shares in Q3 2019, an estimated $24K.
Avestar Capital first reported a position in iShares MSCI Global Min Vol Factor ETF in Q4 2017 and held it in 7 quarters.
Avestar Capital's iShares MSCI Global Min Vol Factor ETF position peaked at $24K in Q2 2019.
222 funds tracked by Wall St. Rank held iShares MSCI Global Min Vol Factor ETF as of Q3 2019.

Based on Avestar Capital's 13F filing for Q3 2019, filed 14 Nov 2019.