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Bedel Financial Consulting’s iShares MSCI Global Min Vol Factor ETF ACWV Stock Holding History

Bedel Financial Consulting’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
Q2 		– Sell
-374
Closed -$31K – 679
2018
Q1 		$31K Buy
+374
New +$31.6K 0.02% 321

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SEI Investments
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Morgan Stanley
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MFM
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Bessemer Group
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Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Bedel Financial Consulting's ACWV Position: Q2 2018 in Review

Bedel Financial Consulting sold out of iShares MSCI Global Min Vol Factor ETF (ACWV) in Q2 2018, closing a stake of 374 shares — an estimated $31K sold.

Bedel Financial Consulting first reported a position in ACWV in Q1 2018 and held it in 1 quarter. The position peaked at $31K in Q1 2018. 168 funds tracked by Wall St. Rank hold ACWV as of Q2 2018.

  • Bedel Financial Consulting reported no remaining iShares MSCI Global Min Vol Factor ETF position as of Q2 2018 after selling out during the quarter.
  • Bedel Financial Consulting sold 374 iShares MSCI Global Min Vol Factor ETF shares in Q2 2018, an estimated $31K.
  • Bedel Financial Consulting first reported a position in iShares MSCI Global Min Vol Factor ETF in Q1 2018 and held it in 1 quarter.
  • Bedel Financial Consulting's iShares MSCI Global Min Vol Factor ETF position peaked at $31K in Q1 2018.
  • 168 funds tracked by Wall St. Rank held iShares MSCI Global Min Vol Factor ETF as of Q2 2018.

Based on Bedel Financial Consulting's 13F filing for Q2 2018, filed 18 Jul 2018.