GTAM
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Global Trust Asset Management’s iShares MSCI Global Min Vol Factor ETF ACWV Stock Holding History

Global Trust Asset 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
2021
Q2 		– Sell
-43
Closed -$4K – 406
2021
Q1 		$4K Buy
43
+3
+8% +$291 ﹤0.01% 328
2020
Q4 		$4K Buy
40
+3
+8% +$284 ﹤0.01% 333
2020
Q3 		$3K Hold
37
– – ﹤0.01% 310
2020
Q2 		$3K Buy
+37
New +$3.2K ﹤0.01% 281
2020
Q1 		– Sell
-1,190
Closed -$114K – 342
2019
Q4 		$114K Sell
1,190
-5,100
-81% -$485K 0.07% 185
2019
Q3 		$596K Buy
6,290
+4,940
+366% +$461K 0.4% 80
2019
Q2 		$124K Sell
1,350
-600
-31% -$54.1K 0.08% 174
2019
Q1 		$175K Hold
1,950
– – 0.13% 148
2018
Q4 		$159K Buy
+1,950
New +$165K 0.14% 135

Other funds holding ACWV

AL
Aspiriant LLC Los Angeles, California $3.51B AUM 13.98% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T 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
RWA
RGT Wealth Advisors Dallas, Texas $627M AUM 13.83% 1-Year Est. Return
LWA
Lenox Wealth Advisors New York $798M AUM 5.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return