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HL Financial Services’s iShares MSCI Global Min Vol Factor ETF ACWV Stock Holding History

HL Financial 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
2019
Q1 		$339K Buy
3,788
+285
+8% +$24.5K 0.01% 584
2018
Q4 		$285K Hold
3,503
– – 0.01% 609
2018
Q3 		$308K Sell
3,503
-53
-1% -$4.56K ﹤0.01% 633
2018
Q2 		$295K Sell
3,556
-195
-5% -$16.3K 0.01% 585
2018
Q1 		$314K Buy
+3,751
New +$317K 0.01% 578

Other funds holding ACWV

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
AL
Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
PP
Prudential plc London, England, United Kingdom $18.4B AUM 23.98% 1-Year Est. Return
Bessemer Group
Bessemer Group Woodbridge, New Jersey $72.7B AUM 39.36% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $13.1B AUM 28.37% 1-Year Est. Return
LWA
Lenox Wealth Advisors New York $798M AUM 5.74% 1-Year Est. Return
MFM
MD Financial Management Ottawa, Ontario, Canada $4.15B AUM 11.74% 1-Year Est. Return

HL Financial Services's ACWV Position: Q1 2019 in Review

HL Financial Services increased its iShares MSCI Global Min Vol Factor ETF (ACWV) stake by 8.1% in Q1 2019, buying an estimated $24.5K and bringing the position to 3,788 shares worth $339K. The position accounts for 0.01% of the portfolio, ranked #584.

HL Financial Services first reported a position in ACWV in Q1 2018 and has held it in 5 quarters since. 201 funds tracked by Wall St. Rank hold ACWV as of Q1 2019.

  • HL Financial Services held 3,788 shares of iShares MSCI Global Min Vol Factor ETF worth $339K as of Q1 2019.
  • HL Financial Services bought 285 iShares MSCI Global Min Vol Factor ETF shares in Q1 2019, an estimated $24.5K.
  • iShares MSCI Global Min Vol Factor ETF made up 0.01% of HL Financial Services's portfolio in Q1 2019, its #584 holding.
  • HL Financial Services first reported a position in iShares MSCI Global Min Vol Factor ETF in Q1 2018 and has held it in 5 quarters since.
  • 201 funds tracked by Wall St. Rank held iShares MSCI Global Min Vol Factor ETF as of Q1 2019.

Based on HL Financial Services's 13F filing for Q1 2019, filed 1 May 2019.