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

Edge Wealth Management’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 Q2	–	Sell	-170	Closed	-$14K	–	677
2020 Q1	$14K	Hold	170	–	–	﹤0.01%	357
2019 Q4	$16K	Sell	170 -225	-57%	-$21.4K	﹤0.01%	358
2019 Q3	$37K	Sell	395 -115	-23%	-$10.7K	0.01%	278
2019 Q2	$47K	Buy	510 +170	+50%	+$15.3K	0.01%	263
2019 Q1	$30K	Buy	+340	New	+$29.2K	0.01%	286

Other funds holding ACWV

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return

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 New York $1.66T AUM 25.57% 1-Year Est. Return

Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return

LWA

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Edge Wealth Management's ACWV Position: Q2 2020 in Review

Edge Wealth Management sold out of iShares MSCI Global Min Vol Factor ETF (ACWV) in Q2 2020, closing a stake of 170 shares — an estimated $14K sold.

Edge Wealth Management first reported a position in ACWV in Q1 2019 and held it in 5 quarters. The position peaked at $47K in Q2 2019. 254 funds tracked by Wall St. Rank hold ACWV as of Q2 2020.

Edge Wealth Management reported no remaining iShares MSCI Global Min Vol Factor ETF position as of Q2 2020 after selling out during the quarter.
Edge Wealth Management sold 170 iShares MSCI Global Min Vol Factor ETF shares in Q2 2020, an estimated $14K.
Edge Wealth Management first reported a position in iShares MSCI Global Min Vol Factor ETF in Q1 2019 and held it in 5 quarters.
Edge Wealth Management's iShares MSCI Global Min Vol Factor ETF position peaked at $47K in Q2 2019.
254 funds tracked by Wall St. Rank held iShares MSCI Global Min Vol Factor ETF as of Q2 2020.

Based on Edge Wealth Management's 13F filing for Q2 2020, filed 3 Aug 2020.