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Integrated Wealth Management (Palm Desert)’s iShares MSCI Global Min Vol Factor ETF ACWV Stock Holding History

Integrated Wealth Management (Palm Desert)’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
2017
Q1 		$263K Buy
+3,415
New +$257K 0.09% 202

Other funds holding ACWV

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
PP
Prudential plc London, England, United Kingdom $18.4B AUM 23.98% 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 $113B AUM 34.64% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Integrated Wealth Management (Palm Desert)'s ACWV Position: Q1 2017 in Review

Integrated Wealth Management (Palm Desert) opened a new position in iShares MSCI Global Min Vol Factor ETF (ACWV) in Q1 2017: 3,415 shares worth $263K. The stake represents 0.09% of the portfolio and ranks #202 among its holdings.

123 funds tracked by Wall St. Rank hold ACWV as of Q1 2017.

  • Integrated Wealth Management (Palm Desert) held 3,415 shares of iShares MSCI Global Min Vol Factor ETF worth $263K as of Q1 2017.
  • iShares MSCI Global Min Vol Factor ETF was a new Integrated Wealth Management (Palm Desert) position in Q1 2017.
  • iShares MSCI Global Min Vol Factor ETF made up 0.09% of Integrated Wealth Management (Palm Desert)'s portfolio in Q1 2017, its #202 holding.
  • 123 funds tracked by Wall St. Rank held iShares MSCI Global Min Vol Factor ETF as of Q1 2017.

Based on Integrated Wealth Management (Palm Desert)'s 13F filing for Q1 2017, filed 14 Apr 2017.