EWF
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Epstein & White Financial’s iShares MSCI Global Min Vol Factor ETF ACWV Stock Holding History

Epstein & White Financial’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
-94,879
Closed -$7.6M – 76
2020
Q1 		$7.6M Buy
+94,879
New +$8.75M 3.18% 8

Other funds holding ACWV

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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 $113B AUM 34.64% 1-Year Est. Return
RWA
RGT Wealth Advisors Dallas, Texas $627M AUM 13.83% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bessemer Group
Bessemer Group Woodbridge, New Jersey $72.7B AUM 39.36% 1-Year Est. Return
LWA
Lenox Wealth Advisors New York $798M AUM 5.74% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Epstein & White Financial's ACWV Position: Q2 2020 in Review

Epstein & White Financial sold out of iShares MSCI Global Min Vol Factor ETF (ACWV) in Q2 2020, closing a stake of 94,879 shares — an estimated $7.6M sold.

Epstein & White Financial first reported a position in ACWV in Q1 2020 and held it in 1 quarter. The position peaked at $7.6M in Q1 2020. 254 funds tracked by Wall St. Rank hold ACWV as of Q2 2020.

  • Epstein & White Financial reported no remaining iShares MSCI Global Min Vol Factor ETF position as of Q2 2020 after selling out during the quarter.
  • Epstein & White Financial sold 94,879 iShares MSCI Global Min Vol Factor ETF shares in Q2 2020, an estimated $7.6M.
  • Epstein & White Financial first reported a position in iShares MSCI Global Min Vol Factor ETF in Q1 2020 and held it in 1 quarter.
  • Epstein & White Financial's iShares MSCI Global Min Vol Factor ETF position peaked at $7.6M in Q1 2020.
  • 254 funds tracked by Wall St. Rank held iShares MSCI Global Min Vol Factor ETF as of Q2 2020.

Based on Epstein & White Financial's 13F filing for Q2 2020, filed 22 Jul 2020.