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

EPG 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
-358
Closed -$29K – 148
2020
Q1 		$29K Hold
358
– – 0.02% 343
2019
Q4 		$34K Buy
+358
New +$34.1K 0.02% 276

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
RWA
RGT Wealth Advisors Dallas, Texas $627M AUM 13.83% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bessemer Group
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
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

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

EPG Wealth Management sold out of iShares MSCI Global Min Vol Factor ETF (ACWV) in Q2 2020, closing a stake of 358 shares — an estimated $29K sold.

EPG Wealth Management first reported a position in ACWV in Q4 2019 and held it in 2 quarters. The position peaked at $34K in Q4 2019. 254 funds tracked by Wall St. Rank hold ACWV as of Q2 2020.

  • EPG Wealth Management reported no remaining iShares MSCI Global Min Vol Factor ETF position as of Q2 2020 after selling out during the quarter.
  • EPG Wealth Management sold 358 iShares MSCI Global Min Vol Factor ETF shares in Q2 2020, an estimated $29K.
  • EPG Wealth Management first reported a position in iShares MSCI Global Min Vol Factor ETF in Q4 2019 and held it in 2 quarters.
  • EPG Wealth Management's iShares MSCI Global Min Vol Factor ETF position peaked at $34K in Q4 2019.
  • 254 funds tracked by Wall St. Rank held iShares MSCI Global Min Vol Factor ETF as of Q2 2020.

Based on EPG Wealth Management's 13F filing for Q2 2020, filed 6 Aug 2020.