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Concert Wealth Management’s iShares MSCI Global Min Vol Factor ETF ACWV Stock Holding History

Concert Wealth Management’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 		– Sell
-805
Closed -$61K – 498
2016
Q3 		$61K Buy
+805
New +$61.9K 0.01% 794

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

Concert Wealth Management's ACWV Position: Q4 2016 in Review

Concert Wealth Management sold out of iShares MSCI Global Min Vol Factor ETF (ACWV) in Q4 2016, closing a stake of 805 shares — an estimated $61K sold.

Concert Wealth Management first reported a position in ACWV in Q3 2016 and held it in 1 quarter. The position peaked at $61K in Q3 2016. 121 funds tracked by Wall St. Rank hold ACWV as of Q4 2016.

  • Concert Wealth Management reported no remaining iShares MSCI Global Min Vol Factor ETF position as of Q4 2016 after selling out during the quarter.
  • Concert Wealth Management sold 805 iShares MSCI Global Min Vol Factor ETF shares in Q4 2016, an estimated $61K.
  • Concert Wealth Management first reported a position in iShares MSCI Global Min Vol Factor ETF in Q3 2016 and held it in 1 quarter.
  • Concert Wealth Management's iShares MSCI Global Min Vol Factor ETF position peaked at $61K in Q3 2016.
  • 121 funds tracked by Wall St. Rank held iShares MSCI Global Min Vol Factor ETF as of Q4 2016.

Based on Concert Wealth Management's 13F filing for Q4 2016, filed 10 Feb 2017.