B. Riley Wealth Management’s iShares MSCI Global Min Vol Factor ETF ACWV Stock Holding History

B. Riley 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
2020 Q3	–	Sell	-19,971	Closed	-$1.35M	–	419
2020 Q2	$1.35M	Buy	19,971 +5,508	+38%	+$477K	0.15%	135
2020 Q1	$1.16M	Hold	14,463	–	–	0.12%	155
2019 Q4	$1.39M	Hold	14,463	–	–	0.21%	111
2019 Q3	$1.37M	Hold	14,463	–	–	0.24%	95
2019 Q2	$1.33M	Sell	14,463 -696	-5%	-$62.8K	0.2%	97
2019 Q1	$1.36M	Hold	15,159	–	–	0.24%	95
2018 Q4	$1.23M	Buy	+15,159	New	+$1.28M	0.26%	91
2015 Q3	–	Sell	-740	Closed	-$51K	–	148
2015 Q2	$51K	Sell	740 -150	-17%	-$10.9K	0.04%	400
2015 Q1	$63K	Buy	890 +200	+29%	+$14.2K	0.05%	375
2014 Q4	$47K	Hold	690	–	–	0.04%	405
2014 Q3	$46K	Buy	690 +40	+6%	+$2.69K	0.03%	428
2014 Q2	$43K	Buy	650 +450	+225%	+$29.6K	0.03%	491
2014 Q1	$13K	Buy	+200	New	+$12.5K	0.01%	708

Other funds holding ACWV

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

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

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

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

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

RWA

RGT Wealth Advisors Dallas, Texas $627M AUM 13.83% 1-Year Est. Return

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

LWA

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

Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

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

B. Riley Wealth Management's ACWV Position: Q3 2020 in Review

B. Riley Wealth Management sold out of iShares MSCI Global Min Vol Factor ETF (ACWV) in Q3 2020, closing a stake of 19,971 shares — an estimated $1.35M sold.

B. Riley Wealth Management first reported a position in ACWV in Q1 2014 and held it in 13 quarters. The position peaked at $1.39M in Q4 2019. 255 funds tracked by Wall St. Rank hold ACWV as of Q3 2020.

B. Riley Wealth Management reported no remaining iShares MSCI Global Min Vol Factor ETF position as of Q3 2020 after selling out during the quarter.
B. Riley Wealth Management sold 19,971 iShares MSCI Global Min Vol Factor ETF shares in Q3 2020, an estimated $1.35M.
B. Riley Wealth Management first reported a position in iShares MSCI Global Min Vol Factor ETF in Q1 2014 and held it in 13 quarters.
B. Riley Wealth Management's iShares MSCI Global Min Vol Factor ETF position peaked at $1.39M in Q4 2019.
255 funds tracked by Wall St. Rank held iShares MSCI Global Min Vol Factor ETF as of Q3 2020.

Based on B. Riley Wealth Management's 13F filing for Q3 2020, filed 12 Nov 2020.