CAAS
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Capital Asset Advisory Services’s iShares MSCI Global Min Vol Factor ETF ACWV Stock Holding History

Capital Asset Advisory Services’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
2021
Q4 		– Sell
-560
Closed -$58K – 595
2021
Q3 		$58K Hold
560
– – 0.01% 499
2021
Q2 		$58K Buy
560
+80
+17% +$8.17K 0.01% 522
2021
Q1 		$47K Hold
480
– – 0.01% 514
2020
Q4 		$47K Buy
480
+42
+10% +$3.97K 0.01% 631
2020
Q3 		$40K Hold
438
– – 0.01% 392
2020
Q2 		$40K Buy
438
+211
+93% +$18.3K 0.01% 418
2020
Q1 		$19K Buy
227
+185
+440% +$17.1K 0.01% 410
2019
Q4 		$4K Buy
+42
New +$4K ﹤0.01% 542

Other funds holding ACWV

W
Wealthsimple Toronto, Ontario, Canada $2.69B AUM 18.39% 1-Year Est. Return
AL
Aspiriant LLC Los Angeles, California $3.51B AUM 13.98% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
RWA
RGT Wealth Advisors Dallas, Texas $627M AUM 13.83% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return