Berman Capital Advisors’s iShares MSCI Global Min Vol Factor ETF ACWV Stock Holding History

Berman Capital 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 Q1	–	Sell	-2,150	Closed	-$198K	–	1440
2019 Q4	$206K	Hold	2,150	–	–	0.06%	129
2019 Q3	$203K	Buy	+2,150	New	+$200K	0.06%	127
2019 Q1	–	Sell	-3,863	Closed	-$313K	–	1334
2018 Q4	$313K	Sell	3,863 -588	-13%	-$49.7K	0.12%	73
2018 Q3	$391K	Buy	+4,451	New	+$383K	0.16%	65
2018 Q2	–	Sell	-3,482	Closed	-$292K	–	119
2018 Q1	$292K	Sell	3,482 -3,783	-52%	-$320K	0.11%	81
2017 Q4	$613K	Buy	+7,265	New	+$605K	0.2%	50

Other funds holding ACWV

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

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

Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 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

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

MFM

MD Financial Management Ottawa, Ontario, Canada $4.15B AUM 11.74% 1-Year Est. Return

LWA

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

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Berman Capital Advisors's ACWV Position: Q1 2020 in Review

Berman Capital Advisors sold out of iShares MSCI Global Min Vol Factor ETF (ACWV) in Q1 2020, closing a stake of 2,150 shares — an estimated $198K sold.

Berman Capital Advisors first reported a position in ACWV in Q4 2017 and held it in 6 quarters. The position peaked at $613K in Q4 2017. 247 funds tracked by Wall St. Rank hold ACWV as of Q1 2020.

Berman Capital Advisors reported no remaining iShares MSCI Global Min Vol Factor ETF position as of Q1 2020 after selling out during the quarter.
Berman Capital Advisors sold 2,150 iShares MSCI Global Min Vol Factor ETF shares in Q1 2020, an estimated $198K.
Berman Capital Advisors first reported a position in iShares MSCI Global Min Vol Factor ETF in Q4 2017 and held it in 6 quarters.
Berman Capital Advisors's iShares MSCI Global Min Vol Factor ETF position peaked at $613K in Q4 2017.
247 funds tracked by Wall St. Rank held iShares MSCI Global Min Vol Factor ETF as of Q1 2020.

Based on Berman Capital Advisors's 13F filing for Q1 2020, filed 14 May 2020.