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Crumly & Associates’s iShares MSCI Global Min Vol Factor ETF ACWV Stock Holding History

Crumly & Associates’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
2020
Q1 		– Sell
-3,341
Closed -$320K – 48
2019
Q4 		$320K Buy
+3,341
New +$318K 0.33% 35

Other funds holding ACWV

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AL
Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
RWA
RGT Wealth Advisors Dallas, Texas $627M AUM 13.83% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bessemer Group
Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 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
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Crumly & Associates's ACWV Position: Q1 2020 in Review

Crumly & Associates sold out of iShares MSCI Global Min Vol Factor ETF (ACWV) in Q1 2020, closing a stake of 3,341 shares — an estimated $320K sold.

Crumly & Associates first reported a position in ACWV in Q4 2019 and held it in 1 quarter. The position peaked at $320K in Q4 2019. 247 funds tracked by Wall St. Rank hold ACWV as of Q1 2020.

  • Crumly & Associates reported no remaining iShares MSCI Global Min Vol Factor ETF position as of Q1 2020 after selling out during the quarter.
  • Crumly & Associates sold 3,341 iShares MSCI Global Min Vol Factor ETF shares in Q1 2020, an estimated $320K.
  • Crumly & Associates first reported a position in iShares MSCI Global Min Vol Factor ETF in Q4 2019 and held it in 1 quarter.
  • Crumly & Associates's iShares MSCI Global Min Vol Factor ETF position peaked at $320K in Q4 2019.
  • 247 funds tracked by Wall St. Rank held iShares MSCI Global Min Vol Factor ETF as of Q1 2020.

Based on Crumly & Associates's 13F filing for Q1 2020, filed 21 Apr 2020.