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BRR OpCo’s iShares MSCI Global Min Vol Factor ETF ACWV Stock Holding History

BRR OpCo’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
Q3 		– Sell
-7,055
Closed -$650K – 185
2019
Q2 		$650K Buy
+7,055
New +$636K 0.1% 93

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AL
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SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
PP
Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return
Bessemer Group
Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 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

BRR OpCo's ACWV Position: Q3 2019 in Review

BRR OpCo sold out of iShares MSCI Global Min Vol Factor ETF (ACWV) in Q3 2019, closing a stake of 7,055 shares — an estimated $650K sold.

BRR OpCo first reported a position in ACWV in Q2 2019 and held it in 1 quarter. The position peaked at $650K in Q2 2019. 222 funds tracked by Wall St. Rank hold ACWV as of Q3 2019.

  • BRR OpCo reported no remaining iShares MSCI Global Min Vol Factor ETF position as of Q3 2019 after selling out during the quarter.
  • BRR OpCo sold 7,055 iShares MSCI Global Min Vol Factor ETF shares in Q3 2019, an estimated $650K.
  • BRR OpCo first reported a position in iShares MSCI Global Min Vol Factor ETF in Q2 2019 and held it in 1 quarter.
  • BRR OpCo's iShares MSCI Global Min Vol Factor ETF position peaked at $650K in Q2 2019.
  • 222 funds tracked by Wall St. Rank held iShares MSCI Global Min Vol Factor ETF as of Q3 2019.

Based on BRR OpCo's 13F filing for Q3 2019, filed 12 Nov 2019.