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

Donoghue Forlines’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
Q3 		– Sell
-224,792
Closed -$20.7M – 156
2019
Q2 		$20.7M Buy
+224,792
New +$20.3M 2.42% 6

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
PP
Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return
Bessemer Group
Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 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

Donoghue Forlines's ACWV Position: Q3 2019 in Review

Donoghue Forlines sold out of iShares MSCI Global Min Vol Factor ETF (ACWV) in Q3 2019, closing a stake of 224,792 shares — an estimated $20.7M sold.

Donoghue Forlines first reported a position in ACWV in Q2 2019 and held it in 1 quarter. The position peaked at $20.7M in Q2 2019. 222 funds tracked by Wall St. Rank hold ACWV as of Q3 2019.

  • Donoghue Forlines reported no remaining iShares MSCI Global Min Vol Factor ETF position as of Q3 2019 after selling out during the quarter.
  • Donoghue Forlines sold 224,792 iShares MSCI Global Min Vol Factor ETF shares in Q3 2019, an estimated $20.7M.
  • Donoghue Forlines first reported a position in iShares MSCI Global Min Vol Factor ETF in Q2 2019 and held it in 1 quarter.
  • Donoghue Forlines's iShares MSCI Global Min Vol Factor ETF position peaked at $20.7M in Q2 2019.
  • 222 funds tracked by Wall St. Rank held iShares MSCI Global Min Vol Factor ETF as of Q3 2019.

Based on Donoghue Forlines's 13F filing for Q3 2019, filed 29 Oct 2019.