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

Beaumont Financial 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
2013
Q3 		– Sell
-211,550
Closed -$12.7M – 150
2013
Q2 		$12.7M Buy
+211,550
New +$13.1M 1.17% 31

Other funds holding ACWV

KWILP
Kiwi Wealth Investments Limited Partnership Wellington, New Zealand $126M AUM 18.28% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $13.1B AUM 28.37% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Beaumont Financial Advisors's ACWV Position: Q3 2013 in Review

Beaumont Financial Advisors sold out of iShares MSCI Global Min Vol Factor ETF (ACWV) in Q3 2013, closing a stake of 211,550 shares — an estimated $12.7M sold.

Beaumont Financial Advisors first reported a position in ACWV in Q2 2013 and held it in 1 quarter. The position peaked at $12.7M in Q2 2013. 32 funds tracked by Wall St. Rank hold ACWV as of Q3 2013.

  • Beaumont Financial Advisors reported no remaining iShares MSCI Global Min Vol Factor ETF position as of Q3 2013 after selling out during the quarter.
  • Beaumont Financial Advisors sold 211,550 iShares MSCI Global Min Vol Factor ETF shares in Q3 2013, an estimated $12.7M.
  • Beaumont Financial Advisors first reported a position in iShares MSCI Global Min Vol Factor ETF in Q2 2013 and held it in 1 quarter.
  • Beaumont Financial Advisors's iShares MSCI Global Min Vol Factor ETF position peaked at $12.7M in Q2 2013.
  • 32 funds tracked by Wall St. Rank held iShares MSCI Global Min Vol Factor ETF as of Q3 2013.

Based on Beaumont Financial Advisors's 13F filing for Q3 2013, filed 12 Nov 2013.