BPC
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Banque Pictet & Cie’s iShares MSCI Global Min Vol Factor ETF ACWV Stock Holding History

Banque Pictet & Cie’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
-2,300
Closed -$202K – 327
2018
Q3 		$202K Sell
2,300
-4,000
-63% -$344K ﹤0.01% 347
2018
Q2 		$523K Hold
6,300
– – 0.01% 270
2018
Q1 		$528K Hold
6,300
– – 0.01% 276
2017
Q4 		$531K Hold
6,300
– – 0.01% 268
2017
Q3 		$513K Sell
6,300
-760
-11% -$61.2K 0.01% 289
2017
Q2 		$558K Hold
7,060
– – 0.01% 290
2017
Q1 		$545K Sell
7,060
-13,300
-65% -$1M 0.01% 275
2016
Q4 		$1.48M Sell
20,360
-2,320
-10% -$170K 0.04% 203
2016
Q3 		$1.73M Buy
22,680
+700
+3% +$53.8K 0.05% 186
2016
Q2 		$1.68M Buy
+21,980
New +$1.63M 0.05% 187

Other funds holding ACWV

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
AL
Aspiriant LLC Los Angeles, California $3.51B AUM 13.98% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
PP
Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bessemer Group
Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 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 $85.7B AUM 24.21% 1-Year Est. Return