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Edge Advisors’s iShares MSCI Global Min Vol Factor ETF ACWV Stock Holding History

Edge Advisors’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
2018
Q1 		– Sell
-113
Closed -$9K – 858
2017
Q4 		$9K Buy
+113
New +$9.41K ﹤0.01% 747

Other funds holding ACWV

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
PP
Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
AL
Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
MFM
MD Financial Management Ottawa, Ontario, Canada $4.15B AUM 11.74% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Edge Advisors's ACWV Position: Q1 2018 in Review

Edge Advisors sold out of iShares MSCI Global Min Vol Factor ETF (ACWV) in Q1 2018, closing a stake of 113 shares — an estimated $9K sold.

Edge Advisors first reported a position in ACWV in Q4 2017 and held it in 1 quarter. The position peaked at $9K in Q4 2017. 174 funds tracked by Wall St. Rank hold ACWV as of Q1 2018.

  • Edge Advisors reported no remaining iShares MSCI Global Min Vol Factor ETF position as of Q1 2018 after selling out during the quarter.
  • Edge Advisors sold 113 iShares MSCI Global Min Vol Factor ETF shares in Q1 2018, an estimated $9K.
  • Edge Advisors first reported a position in iShares MSCI Global Min Vol Factor ETF in Q4 2017 and held it in 1 quarter.
  • Edge Advisors's iShares MSCI Global Min Vol Factor ETF position peaked at $9K in Q4 2017.
  • 174 funds tracked by Wall St. Rank held iShares MSCI Global Min Vol Factor ETF as of Q1 2018.

Based on Edge Advisors's 13F filing for Q1 2018, filed 15 May 2018.