BOK Financial Private Wealth’s iShares MSCI Global Min Vol Factor ETF ACWV Stock Holding History

BOK Financial Private Wealth’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	-2,859	Closed	-$274K	–	184
2019 Q4	$274K	Hold	2,859	–	–	0.02%	161
2019 Q3	$271K	Hold	2,859	–	–	0.04%	107
2019 Q2	$263K	Hold	2,859	–	–	0.04%	108
2019 Q1	$256K	Hold	2,859	–	–	0.03%	99
2018 Q4	$232K	Hold	2,859	–	–	0.03%	115
2018 Q3	$251K	Hold	2,859	–	–	0.04%	88
2018 Q2	$237K	Hold	2,859	–	–	0.04%	93
2018 Q1	$240K	Hold	2,859	–	–	0.04%	99
2017 Q4	$241K	Sell	2,859 -1,044	-27%	-$86.9K	0.04%	108
2017 Q3	$318K	Hold	3,903	–	–	0.05%	80
2017 Q2	$309K	Hold	3,903	–	–	0.04%	97
2017 Q1	$301K	Sell	3,903 -2,903	-43%	-$219K	0.04%	99
2016 Q4	$494K	Sell	6,806 -1,148	-14%	-$84.2K	0.07%	78
2016 Q3	$606K	Hold	7,954	–	–	0.09%	71
2016 Q2	$607K	Buy	+7,954	New	+$589K	0.1%	65

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

BOK Financial Private Wealth's ACWV Position: Q1 2020 in Review

BOK Financial Private Wealth sold out of iShares MSCI Global Min Vol Factor ETF (ACWV) in Q1 2020, closing a stake of 2,859 shares — an estimated $274K sold.

BOK Financial Private Wealth first reported a position in ACWV in Q2 2016 and held it in 15 quarters. The position peaked at $607K in Q2 2016. 247 funds tracked by Wall St. Rank hold ACWV as of Q1 2020.

BOK Financial Private Wealth reported no remaining iShares MSCI Global Min Vol Factor ETF position as of Q1 2020 after selling out during the quarter.
BOK Financial Private Wealth sold 2,859 iShares MSCI Global Min Vol Factor ETF shares in Q1 2020, an estimated $274K.
BOK Financial Private Wealth first reported a position in iShares MSCI Global Min Vol Factor ETF in Q2 2016 and held it in 15 quarters.
BOK Financial Private Wealth's iShares MSCI Global Min Vol Factor ETF position peaked at $607K in Q2 2016.
247 funds tracked by Wall St. Rank held iShares MSCI Global Min Vol Factor ETF as of Q1 2020.

Based on BOK Financial Private Wealth's 13F filing for Q1 2020, filed 7 May 2020.