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Golden State Wealth Management’s iShares MSCI Global Min Vol Factor ETF ACWV Stock Holding History

Golden State Wealth 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
2019
Q4 		– Sell
-33
Closed -$3K – 67
2019
Q3 		$3K Buy
33
+1
+3% +$93 ﹤0.01% 908
2019
Q2 		$3K Hold
32
– – ﹤0.01% 925
2019
Q1 		$3K Buy
+32
New +$2.75K ﹤0.01% 965

Other funds holding ACWV

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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
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
Bessemer Group
Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
LWA
Lenox Wealth Advisors New York $798M AUM 5.74% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Golden State Wealth Management's ACWV Position: Q4 2019 in Review

Golden State Wealth Management sold out of iShares MSCI Global Min Vol Factor ETF (ACWV) in Q4 2019, closing a stake of 33 shares — an estimated $3K sold.

Golden State Wealth Management first reported a position in ACWV in Q1 2019 and held it in 3 quarters. The position peaked at $3K in Q3 2019. 267 funds tracked by Wall St. Rank hold ACWV as of Q4 2019.

  • Golden State Wealth Management reported no remaining iShares MSCI Global Min Vol Factor ETF position as of Q4 2019 after selling out during the quarter.
  • Golden State Wealth Management sold 33 iShares MSCI Global Min Vol Factor ETF shares in Q4 2019, an estimated $3K.
  • Golden State Wealth Management first reported a position in iShares MSCI Global Min Vol Factor ETF in Q1 2019 and held it in 3 quarters.
  • Golden State Wealth Management's iShares MSCI Global Min Vol Factor ETF position peaked at $3K in Q3 2019.
  • 267 funds tracked by Wall St. Rank held iShares MSCI Global Min Vol Factor ETF as of Q4 2019.

Based on Golden State Wealth Management's 13F filing for Q4 2019, filed 13 Feb 2020.