HBW Advisory Services’s iShares MSCI Global Min Vol Factor ETF ACWV Stock Holding History

HBW Advisory Services’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 Q3	–	Sell	-19,979	Closed	-$1.75M	–	194
2020 Q2	$1.75M	Buy	19,979 +1,703	+9%	+$147K	0.81%	46
2020 Q1	$1.54M	Buy	18,276 +289	+2%	+$26.6K	1.12%	38
2019 Q4	$1.72M	Sell	17,987 -189	-1%	-$18K	1.01%	39
2019 Q3	$1.71M	Buy	+18,176	New	+$1.69M	1.63%	31

Other funds holding ACWV

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

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

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

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

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

RWA

RGT Wealth Advisors Dallas, Texas $627M AUM 13.83% 1-Year Est. Return

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

LWA

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

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

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

HBW Advisory Services's ACWV Position: Q3 2020 in Review

HBW Advisory Services sold out of iShares MSCI Global Min Vol Factor ETF (ACWV) in Q3 2020, closing a stake of 19,979 shares — an estimated $1.75M sold.

HBW Advisory Services first reported a position in ACWV in Q3 2019 and held it in 4 quarters. The position peaked at $1.75M in Q2 2020. 255 funds tracked by Wall St. Rank hold ACWV as of Q3 2020.

HBW Advisory Services reported no remaining iShares MSCI Global Min Vol Factor ETF position as of Q3 2020 after selling out during the quarter.
HBW Advisory Services sold 19,979 iShares MSCI Global Min Vol Factor ETF shares in Q3 2020, an estimated $1.75M.
HBW Advisory Services first reported a position in iShares MSCI Global Min Vol Factor ETF in Q3 2019 and held it in 4 quarters.
HBW Advisory Services's iShares MSCI Global Min Vol Factor ETF position peaked at $1.75M in Q2 2020.
255 funds tracked by Wall St. Rank held iShares MSCI Global Min Vol Factor ETF as of Q3 2020.

Based on HBW Advisory Services's 13F filing for Q3 2020, filed 14 Oct 2020.