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

Axa’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
Q4 		– Sell
-49,020
Closed -$4.64M – 1164
2019
Q3 		$4.64M Buy
49,020
+2,560
+6% +$239K 0.02% 674
2019
Q2 		$4.28M Sell
46,460
-1,220
-3% -$110K 0.02% 697
2019
Q1 		$4.27M Buy
47,680
+2,410
+5% +$207K 0.02% 690
2018
Q4 		$3.68M Buy
45,270
+2,080
+5% +$176K 0.02% 686
2018
Q3 		$3.79M Sell
43,190
-380
-0.9% -$32.7K 0.01% 742
2018
Q2 		$3.62M Buy
43,570
+1,480
+4% +$124K 0.01% 724
2018
Q1 		$3.53M Buy
42,090
+1,350
+3% +$114K 0.01% 732
2017
Q4 		$3.44M Sell
40,740
-6,440
-14% -$536K 0.01% 742
2017
Q3 		$3.84M Buy
47,180
+300
+0.6% +$24.2K 0.02% 686
2017
Q2 		$3.71M Buy
46,880
+1,620
+4% +$128K 0.02% 668
2017
Q1 		$3.49M Buy
45,260
+25,670
+131% +$1.93M 0.02% 666
2016
Q4 		$1.42M Buy
19,590
+1,010
+5% +$74.1K 0.01% 829
2016
Q3 		$1.42M Sell
18,580
-60
-0.3% -$4.61K 0.01% 838
2016
Q2 		$1.42M Sell
18,640
-4,390
-19% -$325K 0.01% 813
2016
Q1 		$1.69M Sell
23,030
-490
-2% -$33.9K 0.01% 782
2015
Q4 		$1.63M Buy
23,520
+2,160
+10% +$151K 0.01% 818
2015
Q3 		$1.43M Sell
21,360
-1,130
-5% -$78.1K 0.01% 840
2015
Q2 		$1.57M Sell
22,490
-6,880
-23% -$499K 0.01% 849
2015
Q1 		$2.11M Buy
29,370
+730
+3% +$51.7K 0.01% 795
2014
Q4 		$1.97M Buy
28,640
+4,900
+21% +$335K 0.01% 794
2014
Q3 		$1.58M Buy
23,740
+940
+4% +$63.2K 0.01% 809
2014
Q2 		$1.52M Buy
22,800
+1,740
+8% +$114K 0.01% 840
2014
Q1 		$1.35M Buy
21,060
+1,320
+7% +$82.7K 0.01% 866
2013
Q4 		$1.26M Buy
+19,740
New +$1.25M 0.01% 868

Other funds holding ACWV

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
AL
Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 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
Bessemer Group
Bessemer Group Woodbridge, New Jersey $72.7B AUM 39.36% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
LWA
Lenox Wealth Advisors New York $798M AUM 5.74% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Axa's ACWV Position: Q4 2019 in Review

Axa sold out of iShares MSCI Global Min Vol Factor ETF (ACWV) in Q4 2019, closing a stake of 49,020 shares — an estimated $4.64M sold.

Axa first reported a position in ACWV in Q4 2013 and held it in 24 quarters. The position peaked at $4.64M in Q3 2019. 267 funds tracked by Wall St. Rank hold ACWV as of Q4 2019.

  • Axa reported no remaining iShares MSCI Global Min Vol Factor ETF position as of Q4 2019 after selling out during the quarter.
  • Axa sold 49,020 iShares MSCI Global Min Vol Factor ETF shares in Q4 2019, an estimated $4.64M.
  • Axa first reported a position in iShares MSCI Global Min Vol Factor ETF in Q4 2013 and held it in 24 quarters.
  • Axa's iShares MSCI Global Min Vol Factor ETF position peaked at $4.64M in Q3 2019.
  • 267 funds tracked by Wall St. Rank held iShares MSCI Global Min Vol Factor ETF as of Q4 2019.

Based on Axa's 13F filing for Q4 2019, filed 18 Feb 2020.