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BCS Wealth Management’s iShares MSCI Global Min Vol Factor ETF ACWV Stock Holding History

BCS 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
2021
Q1 		– Sell
-3,712
Closed -$360K – 157
2020
Q4 		$360K Sell
3,712
-46
-1% -$4.35K 0.19% 96
2020
Q3 		$345K Hold
3,758
– – 0.2% 93
2020
Q2 		$329K Hold
3,758
– – 0.2% 93
2020
Q1 		$302K Buy
3,758
+603
+19% +$55.6K 0.21% 83
2019
Q4 		$302K Buy
+3,155
New +$300K 0.2% 80

Other funds holding ACWV

Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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 $1.66T AUM 25.57% 1-Year Est. Return
SP
Symmetry Partners Glastonbury, Connecticut $1.75B AUM 15.4% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

BCS Wealth Management's ACWV Position: Q1 2021 in Review

BCS Wealth Management sold out of iShares MSCI Global Min Vol Factor ETF (ACWV) in Q1 2021, closing a stake of 3,712 shares — an estimated $360K sold.

BCS Wealth Management first reported a position in ACWV in Q4 2019 and held it in 5 quarters. The position peaked at $360K in Q4 2020. 279 funds tracked by Wall St. Rank hold ACWV as of Q1 2021.

  • BCS Wealth Management reported no remaining iShares MSCI Global Min Vol Factor ETF position as of Q1 2021 after selling out during the quarter.
  • BCS Wealth Management sold 3,712 iShares MSCI Global Min Vol Factor ETF shares in Q1 2021, an estimated $360K.
  • BCS Wealth Management first reported a position in iShares MSCI Global Min Vol Factor ETF in Q4 2019 and held it in 5 quarters.
  • BCS Wealth Management's iShares MSCI Global Min Vol Factor ETF position peaked at $360K in Q4 2020.
  • 279 funds tracked by Wall St. Rank held iShares MSCI Global Min Vol Factor ETF as of Q1 2021.

Based on BCS Wealth Management's 13F filing for Q1 2021, filed 28 Apr 2021.