GWA
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Guidant Wealth Advisors’s iShares MSCI Global Min Vol Factor ETF ACWV Stock Holding History

Guidant Wealth 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
2019
Q3 		$159K Hold
1,682
– – 0.06% 116
2019
Q2 		$155K Buy
1,682
+2
+0.1% +$180 0.06% 118
2019
Q1 		$150K Buy
+1,680
New +$144K 0.06% 120

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 $3.51B AUM 13.98% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
PP
Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 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
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

Guidant Wealth Advisors's ACWV Position: Q3 2019 in Review

Guidant Wealth Advisors held its iShares MSCI Global Min Vol Factor ETF (ACWV) position steady in Q3 2019 at 1,682 shares worth $159K. The position accounts for 0.06% of the portfolio, ranked #116.

Guidant Wealth Advisors first reported a position in ACWV in Q1 2019 and has held it in 3 quarters since. 222 funds tracked by Wall St. Rank hold ACWV as of Q3 2019.

  • Guidant Wealth Advisors held 1,682 shares of iShares MSCI Global Min Vol Factor ETF worth $159K as of Q3 2019.
  • Guidant Wealth Advisors left its iShares MSCI Global Min Vol Factor ETF share count unchanged in Q3 2019.
  • iShares MSCI Global Min Vol Factor ETF made up 0.06% of Guidant Wealth Advisors's portfolio in Q3 2019, its #116 holding.
  • Guidant Wealth Advisors first reported a position in iShares MSCI Global Min Vol Factor ETF in Q1 2019 and has held it in 3 quarters since.
  • 222 funds tracked by Wall St. Rank held iShares MSCI Global Min Vol Factor ETF as of Q3 2019.

Based on Guidant Wealth Advisors's 13F filing for Q3 2019, filed 16 Oct 2019.