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Genovese Burford & Brothers Wealth & Retirement Plan Management’s iShares MSCI Global Min Vol Factor ETF ACWV Stock Holding History

Genovese Burford & Brothers Wealth & Retirement Plan 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
2017
Q4 		– Sell
-316
Closed -$25K – 263
2017
Q3 		$25K Buy
+316
New +$25.4K 0.01% 197

Other funds holding ACWV

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
PP
Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 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
DIM
DC Investments Management Mclean, Virginia $261M AUM 20.71% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
MFM
MD Financial Management Ottawa, Ontario, Canada $4.15B AUM 11.74% 1-Year Est. Return
AL
Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

Genovese Burford & Brothers Wealth & Retirement Plan Management's ACWV Position: Q4 2017 in Review

Genovese Burford & Brothers Wealth & Retirement Plan Management sold out of iShares MSCI Global Min Vol Factor ETF (ACWV) in Q4 2017, closing a stake of 316 shares — an estimated $25K sold.

Genovese Burford & Brothers Wealth & Retirement Plan Management first reported a position in ACWV in Q3 2017 and held it in 1 quarter. The position peaked at $25K in Q3 2017. 166 funds tracked by Wall St. Rank hold ACWV as of Q4 2017.

  • Genovese Burford & Brothers Wealth & Retirement Plan Management reported no remaining iShares MSCI Global Min Vol Factor ETF position as of Q4 2017 after selling out during the quarter.
  • Genovese Burford & Brothers Wealth & Retirement Plan Management sold 316 iShares MSCI Global Min Vol Factor ETF shares in Q4 2017, an estimated $25K.
  • Genovese Burford & Brothers Wealth & Retirement Plan Management first reported a position in iShares MSCI Global Min Vol Factor ETF in Q3 2017 and held it in 1 quarter.
  • Genovese Burford & Brothers Wealth & Retirement Plan Management's iShares MSCI Global Min Vol Factor ETF position peaked at $25K in Q3 2017.
  • 166 funds tracked by Wall St. Rank held iShares MSCI Global Min Vol Factor ETF as of Q4 2017.

Based on Genovese Burford & Brothers Wealth & Retirement Plan Management's 13F filing for Q4 2017, filed 14 Feb 2018.