Cypress Wealth Services’s iShares MSCI Global Min Vol Factor ETF ACWV Stock Holding History

Cypress Wealth Services’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
2021 Q1	–	Sell	-2,724	Closed	-$264K	–	296
2020 Q4	$264K	Buy	+2,724	New	+$257K	0.06%	223
2020 Q3	–	Sell	-4,411	Closed	-$403K	–	270
2020 Q2	$386K	Buy	4,411 +44	+1%	+$3.81K	0.09%	172
2020 Q1	$351K	Buy	4,367 +135	+3%	+$12.4K	0.1%	161
2019 Q4	$406K	Buy	4,232 +164	+4%	+$15.6K	0.1%	157
2019 Q3	$385K	Sell	4,068 -103	-2%	-$9.61K	0.11%	155
2019 Q2	$384K	Buy	4,171 +202	+5%	+$18.2K	0.11%	157
2019 Q1	$355K	Sell	3,969 -534	-12%	-$45.9K	0.11%	160
2018 Q4	$366K	Buy	4,503 +56	+1%	+$4.73K	0.15%	134
2018 Q3	$391K	Hold	4,447	–	–	0.14%	141
2018 Q2	$369K	Buy	4,447 +416	+10%	+$34.9K	0.14%	145
2018 Q1	$338K	Buy	4,031 +313	+8%	+$26.5K	0.14%	131
2017 Q4	$314K	Buy	+3,718	New	+$309K	0.13%	139

Other funds holding ACWV

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

RWA

RGT Wealth Advisors Dallas, Texas $627M AUM 13.83% 1-Year Est. Return

LWA

Lenox Wealth Advisors New York $798M AUM 5.74% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Symmetry Partners Glastonbury, Connecticut $1.96B AUM 19.83% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Cypress Wealth Services's ACWV Position: Q1 2021 in Review

Cypress Wealth Services sold out of iShares MSCI Global Min Vol Factor ETF (ACWV) in Q1 2021, closing a stake of 2,724 shares — an estimated $264K sold.

Cypress Wealth Services first reported a position in ACWV in Q4 2017 and held it in 12 quarters. The position peaked at $406K in Q4 2019. 279 funds tracked by Wall St. Rank hold ACWV as of Q1 2021.

Cypress Wealth Services reported no remaining iShares MSCI Global Min Vol Factor ETF position as of Q1 2021 after selling out during the quarter.
Cypress Wealth Services sold 2,724 iShares MSCI Global Min Vol Factor ETF shares in Q1 2021, an estimated $264K.
Cypress Wealth Services first reported a position in iShares MSCI Global Min Vol Factor ETF in Q4 2017 and held it in 12 quarters.
Cypress Wealth Services's iShares MSCI Global Min Vol Factor ETF position peaked at $406K in Q4 2019.
279 funds tracked by Wall St. Rank held iShares MSCI Global Min Vol Factor ETF as of Q1 2021.

Based on Cypress Wealth Services's 13F filing for Q1 2021, filed 28 Apr 2021.