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Hefty Wealth Partners’s iShares MSCI Global Min Vol Factor ETF ACWV Stock Holding History

Hefty Wealth Partners’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
2016
Q3 		– Sell
-7,156
Closed -$546K – 241
2016
Q2 		$546K Buy
7,156
+4,372
+157% +$324K 0.45% 66
2016
Q1 		$204K Sell
2,784
-4,884
-64% -$338K 0.19% 82
2015
Q4 		$531K Buy
+7,668
New +$535K 0.51% 72

Other funds holding ACWV

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PP
Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return
AL
Aspiriant LLC Los Angeles, California $3.51B AUM 13.98% 1-Year Est. Return
BG
BlackRock Group London, United Kingdom $210B AUM 15.5% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Hefty Wealth Partners's ACWV Position: Q3 2016 in Review

Hefty Wealth Partners sold out of iShares MSCI Global Min Vol Factor ETF (ACWV) in Q3 2016, closing a stake of 7,156 shares — an estimated $546K sold.

Hefty Wealth Partners first reported a position in ACWV in Q4 2015 and held it in 3 quarters. The position peaked at $546K in Q2 2016. 110 funds tracked by Wall St. Rank hold ACWV as of Q3 2016.

  • Hefty Wealth Partners reported no remaining iShares MSCI Global Min Vol Factor ETF position as of Q3 2016 after selling out during the quarter.
  • Hefty Wealth Partners sold 7,156 iShares MSCI Global Min Vol Factor ETF shares in Q3 2016, an estimated $546K.
  • Hefty Wealth Partners first reported a position in iShares MSCI Global Min Vol Factor ETF in Q4 2015 and held it in 3 quarters.
  • Hefty Wealth Partners's iShares MSCI Global Min Vol Factor ETF position peaked at $546K in Q2 2016.
  • 110 funds tracked by Wall St. Rank held iShares MSCI Global Min Vol Factor ETF as of Q3 2016.

Based on Hefty Wealth Partners's 13F filing for Q3 2016, filed 5 Oct 2016.