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

CFO4Life’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
2016
Q4 		$1.05M Buy
14,468
+1,842
+15% +$135K 0.87% 15
2016
Q3 		$962K Buy
12,626
+1,064
+9% +$81.8K 0.83% 17
2016
Q2 		$883K Buy
+11,562
New +$856K 0.76% 19

Other funds holding ACWV

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PP
Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 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
BG
BlackRock Group London, United Kingdom $210B AUM 15.5% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

CFO4Life's ACWV Position: Q4 2016 in Review

CFO4Life increased its iShares MSCI Global Min Vol Factor ETF (ACWV) stake by 15% in Q4 2016, buying an estimated $135K and bringing the position to 14,468 shares worth $1.05M. The position accounts for 0.87% of the portfolio, ranked #15.

CFO4Life first reported a position in ACWV in Q2 2016 and has held it in 3 quarters since. 121 funds tracked by Wall St. Rank hold ACWV as of Q4 2016.

  • CFO4Life held 14,468 shares of iShares MSCI Global Min Vol Factor ETF worth $1.05M as of Q4 2016.
  • CFO4Life bought 1,842 iShares MSCI Global Min Vol Factor ETF shares in Q4 2016, an estimated $135K.
  • iShares MSCI Global Min Vol Factor ETF made up 0.87% of CFO4Life's portfolio in Q4 2016, its #15 holding.
  • CFO4Life first reported a position in iShares MSCI Global Min Vol Factor ETF in Q2 2016 and has held it in 3 quarters since.
  • 121 funds tracked by Wall St. Rank held iShares MSCI Global Min Vol Factor ETF as of Q4 2016.

Based on CFO4Life's 13F filing for Q4 2016, filed 30 Jan 2017.