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Glen Eagle Advisors’s iShares MSCI Global Min Vol Factor ETF ACWV Stock Holding History

Glen Eagle Advisors’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
Q1 		– Sell
-61
Closed -$5.8K – 855
2019
Q4 		$5.8K Buy
61
+1
+2% +$95 ﹤0.01% 692
2019
Q3 		$5.65K Hold
60
– – ﹤0.01% 616
2019
Q2 		$5.5K Buy
+60
New +$5.41K ﹤0.01% 608

Other funds holding ACWV

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
RWA
RGT Wealth Advisors Dallas, Texas $627M AUM 13.83% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bessemer Group
Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return
MFM
MD Financial Management Ottawa, Ontario, Canada $4.15B AUM 11.74% 1-Year Est. Return
LWA
Lenox Wealth Advisors New York $798M AUM 5.74% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Glen Eagle Advisors's ACWV Position: Q1 2020 in Review

Glen Eagle Advisors sold out of iShares MSCI Global Min Vol Factor ETF (ACWV) in Q1 2020, closing a stake of 61 shares — an estimated $5.8K sold.

Glen Eagle Advisors first reported a position in ACWV in Q2 2019 and held it in 3 quarters. The position peaked at $5.8K in Q4 2019. 247 funds tracked by Wall St. Rank hold ACWV as of Q1 2020.

  • Glen Eagle Advisors reported no remaining iShares MSCI Global Min Vol Factor ETF position as of Q1 2020 after selling out during the quarter.
  • Glen Eagle Advisors sold 61 iShares MSCI Global Min Vol Factor ETF shares in Q1 2020, an estimated $5.8K.
  • Glen Eagle Advisors first reported a position in iShares MSCI Global Min Vol Factor ETF in Q2 2019 and held it in 3 quarters.
  • Glen Eagle Advisors's iShares MSCI Global Min Vol Factor ETF position peaked at $5.8K in Q4 2019.
  • 247 funds tracked by Wall St. Rank held iShares MSCI Global Min Vol Factor ETF as of Q1 2020.

Based on Glen Eagle Advisors's 13F filing for Q1 2020, filed 13 Aug 2024.