Global Financial Private Capital’s iShares MSCI Global Min Vol Factor ETF ACWV Stock Holding History

Global Financial Private Capital’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
2018 Q4	–	Sell	-8,867	Closed	-$779K	–	338
2018 Q3	$779K	Buy	8,867 +1,484	+20%	+$128K	0.03%	316
2018 Q2	$613K	Buy	7,383 +111	+2%	+$9.3K	0.02%	335
2018 Q1	$610K	Sell	7,272 -292	-4%	-$24.7K	0.02%	318
2017 Q4	$638K	Sell	7,564 -7,991	-51%	-$665K	0.02%	308
2017 Q3	$1.27M	Buy	+15,555	New	+$1.25M	0.05%	223

Other funds holding ACWV

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

Prudential plc London, England, United Kingdom $18.4B AUM 23.98% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bessemer Group Woodbridge, New Jersey $72.7B AUM 39.36% 1-Year Est. Return

LWA

Lenox Wealth Advisors New York $798M AUM 5.74% 1-Year Est. Return

MFM

MD Financial Management Ottawa, Ontario, Canada $4.15B AUM 11.74% 1-Year Est. Return

Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

Global Financial Private Capital's ACWV Position: Q4 2018 in Review

Global Financial Private Capital sold out of iShares MSCI Global Min Vol Factor ETF (ACWV) in Q4 2018, closing a stake of 8,867 shares — an estimated $779K sold.

Global Financial Private Capital first reported a position in ACWV in Q3 2017 and held it in 5 quarters. The position peaked at $1.27M in Q3 2017. 185 funds tracked by Wall St. Rank hold ACWV as of Q4 2018.

Global Financial Private Capital reported no remaining iShares MSCI Global Min Vol Factor ETF position as of Q4 2018 after selling out during the quarter.
Global Financial Private Capital sold 8,867 iShares MSCI Global Min Vol Factor ETF shares in Q4 2018, an estimated $779K.
Global Financial Private Capital first reported a position in iShares MSCI Global Min Vol Factor ETF in Q3 2017 and held it in 5 quarters.
Global Financial Private Capital's iShares MSCI Global Min Vol Factor ETF position peaked at $1.27M in Q3 2017.
185 funds tracked by Wall St. Rank held iShares MSCI Global Min Vol Factor ETF as of Q4 2018.

Based on Global Financial Private Capital's 13F filing for Q4 2018, filed 5 Feb 2019.