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Fusion Investment Group’s iShares MSCI Global Min Vol Factor ETF ACWV Stock Holding History

Fusion Investment Group’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
2015
Q3 		– Sell
-6,356
Closed -$443K – 159
2015
Q2 		$443K Sell
6,356
-1,389
-18% -$101K 0.34% 67
2015
Q1 		$555K Sell
7,745
-703
-8% -$49.8K 0.44% 51
2014
Q4 		$582K Sell
8,448
-401
-5% -$27.4K 0.49% 46
2014
Q3 		$590K Sell
8,849
-105
-1% -$7.06K 0.51% 35
2014
Q2 		$598K Sell
8,954
-7,726
-46% -$508K 0.51% 35
2014
Q1 		$1.07M Sell
16,680
-1,021
-6% -$64K 1.09% 15
2013
Q4 		$1.13M Buy
+17,701
New +$1.12M 0.83% 35

Other funds holding ACWV

PP
Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
FWP
FAS Wealth Partners Leawood, Kansas $1.92B AUM 26.86% 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
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 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

Fusion Investment Group's ACWV Position: Q3 2015 in Review

Fusion Investment Group sold out of iShares MSCI Global Min Vol Factor ETF (ACWV) in Q3 2015, closing a stake of 6,356 shares — an estimated $443K sold.

Fusion Investment Group first reported a position in ACWV in Q4 2013 and held it in 7 quarters. The position peaked at $1.13M in Q4 2013. 66 funds tracked by Wall St. Rank hold ACWV as of Q3 2015.

  • Fusion Investment Group reported no remaining iShares MSCI Global Min Vol Factor ETF position as of Q3 2015 after selling out during the quarter.
  • Fusion Investment Group sold 6,356 iShares MSCI Global Min Vol Factor ETF shares in Q3 2015, an estimated $443K.
  • Fusion Investment Group first reported a position in iShares MSCI Global Min Vol Factor ETF in Q4 2013 and held it in 7 quarters.
  • Fusion Investment Group's iShares MSCI Global Min Vol Factor ETF position peaked at $1.13M in Q4 2013.
  • 66 funds tracked by Wall St. Rank held iShares MSCI Global Min Vol Factor ETF as of Q3 2015.

Based on Fusion Investment Group's 13F filing for Q3 2015, filed 16 Nov 2015.