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Barber Financial Group’s iShares MSCI Global Min Vol Factor ETF ACWV Stock Holding History

Barber Financial Group’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
2021
Q1 		– Sell
-16,966
Closed -$1.64M – 147
2020
Q4 		$1.64M Sell
16,966
-8,598
-34% -$813K 0.3% 47
2020
Q3 		$2.35M Sell
25,564
-6,502
-20% -$594K 0.51% 35
2020
Q2 		$2.81M Sell
32,066
-34,959
-52% -$3.03M 0.67% 33
2020
Q1 		$5.38M Sell
67,025
-61,076
-48% -$5.63M 1.7% 17
2019
Q4 		$12.3M Buy
128,101
+6,988
+6% +$665K 2.49% 14
2019
Q3 		$11.5M Buy
121,113
+3,778
+3% +$352K 2.44% 13
2019
Q2 		$10.8M Buy
117,335
+6,806
+6% +$614K 2.53% 12
2019
Q1 		$9.89M Buy
110,529
+8,657
+8% +$744K 1.94% 11
2018
Q4 		$8.28M Buy
101,872
+5,509
+6% +$465K 1.78% 14
2018
Q3 		$8.47M Buy
96,363
+3,328
+4% +$286K 2.03% 12
2018
Q2 		$7.73M Buy
93,035
+2,485
+3% +$208K 2.24% 16
2018
Q1 		$7.59M Buy
90,550
+5,511
+6% +$466K 2.01% 13
2017
Q4 		$7.17M Buy
85,039
+11,237
+15% +$935K 1.82% 17
2017
Q3 		$6.01M Buy
73,802
+10,354
+16% +$834K 1.7% 18
2017
Q2 		$5.02M Buy
63,448
+6,205
+11% +$490K 1.63% 20
2017
Q1 		$4.42M Buy
57,243
+49,154
+608% +$3.7M 1.51% 21
2016
Q4 		$587K Buy
+8,089
New +$593K 0.21% 42

Other funds holding ACWV

Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
RWA
RGT Wealth Advisors Dallas, Texas $627M AUM 13.83% 1-Year Est. Return
LWA
Lenox Wealth Advisors New York $798M AUM 5.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
SP
Symmetry Partners Glastonbury, Connecticut $1.96B AUM 19.83% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Barber Financial Group's ACWV Position: Q1 2021 in Review

Barber Financial Group sold out of iShares MSCI Global Min Vol Factor ETF (ACWV) in Q1 2021, closing a stake of 16,966 shares — an estimated $1.64M sold.

Barber Financial Group first reported a position in ACWV in Q4 2016 and held it in 17 quarters. The position peaked at $12.3M in Q4 2019. 279 funds tracked by Wall St. Rank hold ACWV as of Q1 2021.

  • Barber Financial Group reported no remaining iShares MSCI Global Min Vol Factor ETF position as of Q1 2021 after selling out during the quarter.
  • Barber Financial Group sold 16,966 iShares MSCI Global Min Vol Factor ETF shares in Q1 2021, an estimated $1.64M.
  • Barber Financial Group first reported a position in iShares MSCI Global Min Vol Factor ETF in Q4 2016 and held it in 17 quarters.
  • Barber Financial Group's iShares MSCI Global Min Vol Factor ETF position peaked at $12.3M in Q4 2019.
  • 279 funds tracked by Wall St. Rank held iShares MSCI Global Min Vol Factor ETF as of Q1 2021.

Based on Barber Financial Group's 13F filing for Q1 2021, filed 22 Apr 2021.