Bingham Osborn & Scarborough’s iShares MSCI Global Min Vol Factor ETF ACWV Stock Holding History

Bingham Osborn & Scarborough’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	-2,801	Closed	-$268K	–	145
2019 Q4	$268K	Buy	+2,801	New	+$267K	0.02%	132
2018 Q4	–	Sell	-5,357	Closed	-$471K	–	133
2018 Q3	$471K	Hold	5,357	–	–	0.04%	88
2018 Q2	$445K	Hold	5,357	–	–	0.04%	85
2018 Q1	$449K	Hold	5,357	–	–	0.04%	83
2017 Q4	$452K	Buy	+5,357	New	+$446K	0.04%	81

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

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

Bessemer Group Woodbridge, New Jersey $72.7B AUM 39.36% 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 $304B AUM 35.64% 1-Year Est. Return

Bingham Osborn & Scarborough's ACWV Position: Q1 2020 in Review

Bingham Osborn & Scarborough sold out of iShares MSCI Global Min Vol Factor ETF (ACWV) in Q1 2020, closing a stake of 2,801 shares — an estimated $268K sold.

Bingham Osborn & Scarborough first reported a position in ACWV in Q4 2017 and held it in 5 quarters. The position peaked at $471K in Q3 2018. 247 funds tracked by Wall St. Rank hold ACWV as of Q1 2020.

Bingham Osborn & Scarborough reported no remaining iShares MSCI Global Min Vol Factor ETF position as of Q1 2020 after selling out during the quarter.
Bingham Osborn & Scarborough sold 2,801 iShares MSCI Global Min Vol Factor ETF shares in Q1 2020, an estimated $268K.
Bingham Osborn & Scarborough first reported a position in iShares MSCI Global Min Vol Factor ETF in Q4 2017 and held it in 5 quarters.
Bingham Osborn & Scarborough's iShares MSCI Global Min Vol Factor ETF position peaked at $471K in Q3 2018.
247 funds tracked by Wall St. Rank held iShares MSCI Global Min Vol Factor ETF as of Q1 2020.

Based on Bingham Osborn & Scarborough's 13F filing for Q1 2020, filed 5 May 2020.