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

Filbrandt 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
Q3 		– Sell
-363
Closed -$32K – 158
2020
Q2 		$32K Buy
+363
New +$31.4K 0.03% 154

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AL
Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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
LWA
Lenox Wealth Advisors New York $798M AUM 5.74% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return
Bessemer Group
Bessemer Group Woodbridge, New Jersey $72.7B AUM 39.36% 1-Year Est. Return

Filbrandt Wealth Management's ACWV Position: Q3 2020 in Review

Filbrandt Wealth Management sold out of iShares MSCI Global Min Vol Factor ETF (ACWV) in Q3 2020, closing a stake of 363 shares — an estimated $32K sold.

Filbrandt Wealth Management first reported a position in ACWV in Q2 2020 and held it in 1 quarter. The position peaked at $32K in Q2 2020. 255 funds tracked by Wall St. Rank hold ACWV as of Q3 2020.

  • Filbrandt Wealth Management reported no remaining iShares MSCI Global Min Vol Factor ETF position as of Q3 2020 after selling out during the quarter.
  • Filbrandt Wealth Management sold 363 iShares MSCI Global Min Vol Factor ETF shares in Q3 2020, an estimated $32K.
  • Filbrandt Wealth Management first reported a position in iShares MSCI Global Min Vol Factor ETF in Q2 2020 and held it in 1 quarter.
  • Filbrandt Wealth Management's iShares MSCI Global Min Vol Factor ETF position peaked at $32K in Q2 2020.
  • 255 funds tracked by Wall St. Rank held iShares MSCI Global Min Vol Factor ETF as of Q3 2020.

Based on Filbrandt Wealth Management's 13F filing for Q3 2020, filed 29 Oct 2020.