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

BerganKDV 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
2020 Q3	–	Sell	-642	Closed	-$56K	–	900
2020 Q2	$56K	Sell	642 -757	-54%	-$65.5K	0.01%	341
2020 Q1	$112K	Hold	1,399	–	–	0.02%	249
2019 Q4	$134K	Hold	1,399	–	–	0.02%	251
2019 Q3	$133K	Hold	1,399	–	–	0.03%	235
2019 Q2	$129K	Buy	+1,399	New	+$126K	0.03%	241

Other funds holding ACWV

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

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

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

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

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

RWA

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

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

LWA

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

Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

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

BerganKDV Wealth Management's ACWV Position: Q3 2020 in Review

BerganKDV Wealth Management sold out of iShares MSCI Global Min Vol Factor ETF (ACWV) in Q3 2020, closing a stake of 642 shares — an estimated $56K sold.

BerganKDV Wealth Management first reported a position in ACWV in Q2 2019 and held it in 5 quarters. The position peaked at $134K in Q4 2019. 255 funds tracked by Wall St. Rank hold ACWV as of Q3 2020.

BerganKDV Wealth Management reported no remaining iShares MSCI Global Min Vol Factor ETF position as of Q3 2020 after selling out during the quarter.
BerganKDV Wealth Management sold 642 iShares MSCI Global Min Vol Factor ETF shares in Q3 2020, an estimated $56K.
BerganKDV Wealth Management first reported a position in iShares MSCI Global Min Vol Factor ETF in Q2 2019 and held it in 5 quarters.
BerganKDV Wealth Management's iShares MSCI Global Min Vol Factor ETF position peaked at $134K in Q4 2019.
255 funds tracked by Wall St. Rank held iShares MSCI Global Min Vol Factor ETF as of Q3 2020.

Based on BerganKDV Wealth Management's 13F filing for Q3 2020, filed 5 Nov 2020.