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

Ballew Advisors’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
Q4 		– Sell
-509
Closed -$42K – 96
2018
Q3 		$42K Hold
509
– – 0.04% 173
2018
Q2 		$42K Hold
509
– – 0.05% 168
2018
Q1 		$43K Buy
+509
New +$43K 0.04% 172

Other funds holding ACWV

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
AL
Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return
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
Bessemer Group
Bessemer Group Woodbridge, New Jersey $72.7B AUM 39.36% 1-Year Est. Return
LWA
Lenox Wealth Advisors New York $798M AUM 5.74% 1-Year Est. Return
MFM
MD Financial Management Ottawa, Ontario, Canada $4.15B AUM 11.74% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

Ballew Advisors's ACWV Position: Q4 2018 in Review

Ballew Advisors sold out of iShares MSCI Global Min Vol Factor ETF (ACWV) in Q4 2018, closing a stake of 509 shares — an estimated $42K sold.

Ballew Advisors first reported a position in ACWV in Q1 2018 and held it in 3 quarters. The position peaked at $43K in Q1 2018. 185 funds tracked by Wall St. Rank hold ACWV as of Q4 2018.

  • Ballew Advisors reported no remaining iShares MSCI Global Min Vol Factor ETF position as of Q4 2018 after selling out during the quarter.
  • Ballew Advisors sold 509 iShares MSCI Global Min Vol Factor ETF shares in Q4 2018, an estimated $42K.
  • Ballew Advisors first reported a position in iShares MSCI Global Min Vol Factor ETF in Q1 2018 and held it in 3 quarters.
  • Ballew Advisors's iShares MSCI Global Min Vol Factor ETF position peaked at $43K in Q1 2018.
  • 185 funds tracked by Wall St. Rank held iShares MSCI Global Min Vol Factor ETF as of Q4 2018.

Based on Ballew Advisors's 13F filing for Q4 2018, filed 12 Feb 2019.