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

Institute for 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
2020
Q1 		– Sell
-173
Closed -$17K – 403
2019
Q4 		$17K Buy
+173
New +$16.5K ﹤0.01% 569
2019
Q3 		– Sell
-3,408
Closed -$314K – 422
2019
Q2 		$314K Sell
3,408
-323
-9% -$29.1K 0.07% 342
2019
Q1 		$334K Buy
+3,731
New +$321K 0.07% 313

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 $4.05B AUM 19.01% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
RWA
RGT Wealth Advisors Dallas, Texas $627M AUM 13.83% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bessemer Group
Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 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
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Institute for Wealth Management's ACWV Position: Q1 2020 in Review

Institute for Wealth Management sold out of iShares MSCI Global Min Vol Factor ETF (ACWV) in Q1 2020, closing a stake of 173 shares — an estimated $17K sold.

Institute for Wealth Management first reported a position in ACWV in Q1 2019 and held it in 3 quarters. The position peaked at $334K in Q1 2019. 247 funds tracked by Wall St. Rank hold ACWV as of Q1 2020.

  • Institute for Wealth Management reported no remaining iShares MSCI Global Min Vol Factor ETF position as of Q1 2020 after selling out during the quarter.
  • Institute for Wealth Management sold 173 iShares MSCI Global Min Vol Factor ETF shares in Q1 2020, an estimated $17K.
  • Institute for Wealth Management first reported a position in iShares MSCI Global Min Vol Factor ETF in Q1 2019 and held it in 3 quarters.
  • Institute for Wealth Management's iShares MSCI Global Min Vol Factor ETF position peaked at $334K in Q1 2019.
  • 247 funds tracked by Wall St. Rank held iShares MSCI Global Min Vol Factor ETF as of Q1 2020.

Based on Institute for Wealth Management's 13F filing for Q1 2020, filed 29 Apr 2020.