Certified Advisory Corp’s iShares MSCI Global Min Vol Factor ETF ACWV Stock Holding History

Certified Advisory Corp’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 Q2	–	Sell	-115	Closed	-$10K	–	788
2019 Q1	$10K	Hold	115	–	–	﹤0.01%	549
2018 Q4	$9K	Buy	115 +1	+0.9%	+$84	﹤0.01%	548
2018 Q3	$10K	Hold	114	–	–	﹤0.01%	556
2018 Q2	$9K	Buy	114 +2	+2%	+$168	0.01%	545
2018 Q1	$9K	Hold	112	–	–	0.01%	521
2017 Q4	$9K	Buy	+112	New	+$9.32K	0.01%	476

Other funds holding ACWV

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return

Prudential plc London, England, United Kingdom $18.4B AUM 23.98% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

MFM

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

LWA

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

Certified Advisory Corp's ACWV Position: Q2 2019 in Review

Certified Advisory Corp sold out of iShares MSCI Global Min Vol Factor ETF (ACWV) in Q2 2019, closing a stake of 115 shares — an estimated $10K sold.

Certified Advisory Corp first reported a position in ACWV in Q4 2017 and held it in 6 quarters. The position peaked at $10K in Q1 2019. 221 funds tracked by Wall St. Rank hold ACWV as of Q2 2019.

Certified Advisory Corp reported no remaining iShares MSCI Global Min Vol Factor ETF position as of Q2 2019 after selling out during the quarter.
Certified Advisory Corp sold 115 iShares MSCI Global Min Vol Factor ETF shares in Q2 2019, an estimated $10K.
Certified Advisory Corp first reported a position in iShares MSCI Global Min Vol Factor ETF in Q4 2017 and held it in 6 quarters.
Certified Advisory Corp's iShares MSCI Global Min Vol Factor ETF position peaked at $10K in Q1 2019.
221 funds tracked by Wall St. Rank held iShares MSCI Global Min Vol Factor ETF as of Q2 2019.

Based on Certified Advisory Corp's 13F filing for Q2 2019, filed 7 Aug 2019.