CFO4Life Group’s iShares MSCI Global Min Vol Factor ETF ACWV Stock Holding History

CFO4Life Group’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
2018 Q2	–	Sell	-3,337	Closed	-$280K	–	125
2018 Q1	$280K	Sell	3,337 -54	-2%	-$4.56K	0.24%	74
2017 Q4	$286K	Hold	3,391	–	–	0.22%	76
2017 Q3	$276K	Sell	3,391 -161	-5%	-$13K	0.22%	80
2017 Q2	$281K	Sell	3,552 -4,717	-57%	-$373K	0.26%	71
2017 Q1	$638K	Buy	+8,269	New	+$623K	0.58%	27

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

Prudential plc London, England, United Kingdom $18.4B AUM 23.98% 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

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

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

Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

CFO4Life Group's ACWV Position: Q2 2018 in Review

CFO4Life Group sold out of iShares MSCI Global Min Vol Factor ETF (ACWV) in Q2 2018, closing a stake of 3,337 shares — an estimated $280K sold.

CFO4Life Group first reported a position in ACWV in Q1 2017 and held it in 5 quarters. The position peaked at $638K in Q1 2017. 167 funds tracked by Wall St. Rank hold ACWV as of Q2 2018.

CFO4Life Group reported no remaining iShares MSCI Global Min Vol Factor ETF position as of Q2 2018 after selling out during the quarter.
CFO4Life Group sold 3,337 iShares MSCI Global Min Vol Factor ETF shares in Q2 2018, an estimated $280K.
CFO4Life Group first reported a position in iShares MSCI Global Min Vol Factor ETF in Q1 2017 and held it in 5 quarters.
CFO4Life Group's iShares MSCI Global Min Vol Factor ETF position peaked at $638K in Q1 2017.
167 funds tracked by Wall St. Rank held iShares MSCI Global Min Vol Factor ETF as of Q2 2018.

Based on CFO4Life Group's 13F filing for Q2 2018, filed 1 Aug 2018.