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Estate Counselors’s iShares MSCI Global Min Vol Factor ETF ACWV Stock Holding History

Estate Counselors’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
2016
Q4 		– Sell
-42,475
Closed -$3.24M – 69
2016
Q3 		$3.24M Buy
+42,475
New +$3.27M 1.25% 30
2016
Q2 		– Sell
-18,260
Closed -$1.34M – 55
2016
Q1 		$1.34M Buy
18,260
+6,410
+54% +$444K 0.59% 37
2015
Q4 		$821K Hold
11,850
– – 0.34% 47
2015
Q3 		$795K Buy
+11,850
New +$819K 0.32% 46

Other funds holding ACWV

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PP
Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return
AL
Aspiriant LLC Los Angeles, California $3.51B AUM 13.98% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
BG
BlackRock Group London, United Kingdom $210B AUM 15.5% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Estate Counselors's ACWV Position: Q4 2016 in Review

Estate Counselors sold out of iShares MSCI Global Min Vol Factor ETF (ACWV) in Q4 2016, closing a stake of 42,475 shares — an estimated $3.24M sold.

Estate Counselors first reported a position in ACWV in Q3 2015 and held it in 4 quarters. The position peaked at $3.24M in Q3 2016. 121 funds tracked by Wall St. Rank hold ACWV as of Q4 2016.

  • Estate Counselors reported no remaining iShares MSCI Global Min Vol Factor ETF position as of Q4 2016 after selling out during the quarter.
  • Estate Counselors sold 42,475 iShares MSCI Global Min Vol Factor ETF shares in Q4 2016, an estimated $3.24M.
  • Estate Counselors first reported a position in iShares MSCI Global Min Vol Factor ETF in Q3 2015 and held it in 4 quarters.
  • Estate Counselors's iShares MSCI Global Min Vol Factor ETF position peaked at $3.24M in Q3 2016.
  • 121 funds tracked by Wall St. Rank held iShares MSCI Global Min Vol Factor ETF as of Q4 2016.

Based on Estate Counselors's 13F filing for Q4 2016, filed 24 Jan 2017.