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

CX Institutional’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
Q4 		– Sell
-30
Closed -$3K – 729
2019
Q3 		$3K Sell
30
-23,614
-100% -$2.2M ﹤0.01% 652
2019
Q2 		$2.18M Sell
23,644
-2,308
-9% -$208K 0.35% 69
2019
Q1 		$2.32M Buy
25,952
+4,665
+22% +$401K 0.41% 63
2018
Q4 		$1.73M Buy
21,287
+7,503
+54% +$634K 0.37% 62
2018
Q3 		$1.21M Buy
+13,784
New +$1.19M 0.4% 81

Other funds holding ACWV

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
AL
Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return
PP
Prudential plc London, England, United Kingdom $18.4B AUM 23.98% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
Bessemer Group
Bessemer Group Woodbridge, New Jersey $72.7B AUM 39.36% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
LWA
Lenox Wealth Advisors New York $798M AUM 5.74% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

CX Institutional's ACWV Position: Q4 2019 in Review

CX Institutional sold out of iShares MSCI Global Min Vol Factor ETF (ACWV) in Q4 2019, closing a stake of 30 shares — an estimated $3K sold.

CX Institutional first reported a position in ACWV in Q3 2018 and held it in 5 quarters. The position peaked at $2.32M in Q1 2019. 267 funds tracked by Wall St. Rank hold ACWV as of Q4 2019.

  • CX Institutional reported no remaining iShares MSCI Global Min Vol Factor ETF position as of Q4 2019 after selling out during the quarter.
  • CX Institutional sold 30 iShares MSCI Global Min Vol Factor ETF shares in Q4 2019, an estimated $3K.
  • CX Institutional first reported a position in iShares MSCI Global Min Vol Factor ETF in Q3 2018 and held it in 5 quarters.
  • CX Institutional's iShares MSCI Global Min Vol Factor ETF position peaked at $2.32M in Q1 2019.
  • 267 funds tracked by Wall St. Rank held iShares MSCI Global Min Vol Factor ETF as of Q4 2019.

Based on CX Institutional's 13F filing for Q4 2019, filed 21 Jan 2020.