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

Beam Wealth 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
2020 Q3	–	Sell	-12,651	Closed	-$1.13M	–	137
2020 Q2	$1.13M	Sell	12,651 -12,391	-49%	-$1.07M	1.14%	27
2020 Q1	$2.01M	Buy	25,042 +16,904	+208%	+$1.56M	1.99%	6
2019 Q4	$780K	Buy	+8,138	New	+$775K	0.73%	40

Other funds holding ACWV

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

Aspiriant LLC Los Angeles, California $3.51B AUM 13.98% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

RWA

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LWA

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

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return

Beam Wealth Advisors's ACWV Position: Q3 2020 in Review

Beam Wealth Advisors sold out of iShares MSCI Global Min Vol Factor ETF (ACWV) in Q3 2020, closing a stake of 12,651 shares — an estimated $1.13M sold.

Beam Wealth Advisors first reported a position in ACWV in Q4 2019 and held it in 3 quarters. The position peaked at $2.01M in Q1 2020. 256 funds tracked by Wall St. Rank hold ACWV as of Q3 2020.

Beam Wealth Advisors reported no remaining iShares MSCI Global Min Vol Factor ETF position as of Q3 2020 after selling out during the quarter.
Beam Wealth Advisors sold 12,651 iShares MSCI Global Min Vol Factor ETF shares in Q3 2020, an estimated $1.13M.
Beam Wealth Advisors first reported a position in iShares MSCI Global Min Vol Factor ETF in Q4 2019 and held it in 3 quarters.
Beam Wealth Advisors's iShares MSCI Global Min Vol Factor ETF position peaked at $2.01M in Q1 2020.
256 funds tracked by Wall St. Rank held iShares MSCI Global Min Vol Factor ETF as of Q3 2020.

Based on Beam Wealth Advisors's 13F filing for Q3 2020, filed 7 Oct 2020.