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

Evercore 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
2016
Q1 		– Sell
-1,016
Closed -$70K – 938
2015
Q4 		$70K Sell
1,016
-36
-3% -$2.51K ﹤0.01% 534
2015
Q3 		$70K Buy
+1,052
New +$72.7K ﹤0.01% 537

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
BG
BlackRock Group London, United Kingdom $210B AUM 15.5% 1-Year Est. Return
AL
Aspiriant LLC Los Angeles, California $3.51B AUM 13.98% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Evercore Wealth Management's ACWV Position: Q1 2016 in Review

Evercore Wealth Management sold out of iShares MSCI Global Min Vol Factor ETF (ACWV) in Q1 2016, closing a stake of 1,016 shares — an estimated $70K sold.

Evercore Wealth Management first reported a position in ACWV in Q3 2015 and held it in 2 quarters. The position peaked at $70K in Q4 2015. 86 funds tracked by Wall St. Rank hold ACWV as of Q1 2016.

  • Evercore Wealth Management reported no remaining iShares MSCI Global Min Vol Factor ETF position as of Q1 2016 after selling out during the quarter.
  • Evercore Wealth Management sold 1,016 iShares MSCI Global Min Vol Factor ETF shares in Q1 2016, an estimated $70K.
  • Evercore Wealth Management first reported a position in iShares MSCI Global Min Vol Factor ETF in Q3 2015 and held it in 2 quarters.
  • Evercore Wealth Management's iShares MSCI Global Min Vol Factor ETF position peaked at $70K in Q4 2015.
  • 86 funds tracked by Wall St. Rank held iShares MSCI Global Min Vol Factor ETF as of Q1 2016.

Based on Evercore Wealth Management's 13F filing for Q1 2016, filed 2 May 2016.