Benjamin F. Edwards & Company’s iShares MSCI Global Min Vol Factor ETF ACWV Stock Holding History

Benjamin F. Edwards & Company’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
2019 Q4	–	Sell	-280	Closed	-$27K	–	1855
2019 Q3	$27K	Hold	280	–	–	﹤0.01%	1097
2019 Q2	$26K	Hold	280	–	–	﹤0.01%	1113
2019 Q1	$25K	Sell	280 -349	-55%	-$30K	﹤0.01%	1070
2018 Q4	$51K	Hold	629	–	–	0.01%	817
2018 Q3	$55K	Hold	629	–	–	0.01%	834
2018 Q2	$52K	Hold	629	–	–	0.01%	833
2018 Q1	$53K	Hold	629	–	–	0.01%	834
2017 Q4	$53K	Hold	629	–	–	0.01%	796
2017 Q3	$51K	Hold	629	–	–	0.01%	767
2017 Q2	$50K	Hold	629	–	–	0.01%	706
2017 Q1	$49K	Sell	629 -199	-24%	-$15K	0.01%	675
2016 Q4	$60K	Buy	828 +199	+32%	+$14.6K	0.01%	577
2016 Q3	$48K	Hold	629	–	–	0.01%	541
2016 Q2	$48K	Hold	629	–	–	0.01%	525
2016 Q1	$46K	Hold	629	–	–	0.01%	522
2015 Q4	$44K	Hold	629	–	–	0.01%	542
2015 Q3	$42K	Buy	+629	New	+$43.5K	0.01%	563

Other funds holding ACWV

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return

Prudential plc London, England, United Kingdom $18.4B AUM 23.98% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

Bessemer Group Woodbridge, New Jersey $72.7B AUM 39.36% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

LWA

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Benjamin F. Edwards & Company's ACWV Position: Q4 2019 in Review

Benjamin F. Edwards & Company sold out of iShares MSCI Global Min Vol Factor ETF (ACWV) in Q4 2019, closing a stake of 280 shares — an estimated $27K sold.

Benjamin F. Edwards & Company first reported a position in ACWV in Q3 2015 and held it in 17 quarters. The position peaked at $60K in Q4 2016. 267 funds tracked by Wall St. Rank hold ACWV as of Q4 2019.

Benjamin F. Edwards & Company reported no remaining iShares MSCI Global Min Vol Factor ETF position as of Q4 2019 after selling out during the quarter.
Benjamin F. Edwards & Company sold 280 iShares MSCI Global Min Vol Factor ETF shares in Q4 2019, an estimated $27K.
Benjamin F. Edwards & Company first reported a position in iShares MSCI Global Min Vol Factor ETF in Q3 2015 and held it in 17 quarters.
Benjamin F. Edwards & Company's iShares MSCI Global Min Vol Factor ETF position peaked at $60K in Q4 2016.
267 funds tracked by Wall St. Rank held iShares MSCI Global Min Vol Factor ETF as of Q4 2019.

Based on Benjamin F. Edwards & Company's 13F filing for Q4 2019, filed 6 Feb 2020.