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

IHT 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
2021 Q1	–	Sell	-2,140	Closed	-$207K	–	831
2020 Q4	$207K	Buy	+2,140	New	+$202K	0.02%	681
2018 Q2	–	Sell	-44	Closed	-$4K	–	418
2018 Q1	$4K	Hold	44	–	–	﹤0.01%	1370
2017 Q4	$4K	Hold	44	–	–	﹤0.01%	1364
2017 Q3	$4K	Hold	44	–	–	﹤0.01%	1110
2017 Q2	$3K	Hold	44	–	–	﹤0.01%	1151
2017 Q1	$3K	Buy	+44	New	+$3.31K	﹤0.01%	1013

Other funds holding ACWV

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

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

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

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

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

RWA

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

LWA

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

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

Symmetry Partners Glastonbury, Connecticut $1.96B AUM 19.83% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

IHT Wealth Management's ACWV Position: Q1 2021 in Review

IHT Wealth Management sold out of iShares MSCI Global Min Vol Factor ETF (ACWV) in Q1 2021, closing a stake of 2,140 shares — an estimated $207K sold.

IHT Wealth Management first reported a position in ACWV in Q1 2017 and held it in 6 quarters. The position peaked at $207K in Q4 2020. 279 funds tracked by Wall St. Rank hold ACWV as of Q1 2021.

IHT Wealth Management reported no remaining iShares MSCI Global Min Vol Factor ETF position as of Q1 2021 after selling out during the quarter.
IHT Wealth Management sold 2,140 iShares MSCI Global Min Vol Factor ETF shares in Q1 2021, an estimated $207K.
IHT Wealth Management first reported a position in iShares MSCI Global Min Vol Factor ETF in Q1 2017 and held it in 6 quarters.
IHT Wealth Management's iShares MSCI Global Min Vol Factor ETF position peaked at $207K in Q4 2020.
279 funds tracked by Wall St. Rank held iShares MSCI Global Min Vol Factor ETF as of Q1 2021.

Based on IHT Wealth Management's 13F filing for Q1 2021, filed 18 May 2021.