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JCIC Asset Management’s iShares MSCI Global Min Vol Factor ETF ACWV Stock Holding History

JCIC Asset 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
2014
Q4 		– Sell
-500
Closed -$33K – 98
2014
Q3 		$33K Buy
+500
New +$33.6K 0.01% 61

Other funds holding ACWV

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
FWP
FAS Wealth Partners Leawood, Kansas $1.92B AUM 26.86% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $13.1B AUM 28.37% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
SAM
Stringer Asset Management Memphis, Tennessee $64.2M AUM 16.57% 1-Year Est. Return

JCIC Asset Management's ACWV Position: Q4 2014 in Review

JCIC Asset Management sold out of iShares MSCI Global Min Vol Factor ETF (ACWV) in Q4 2014, closing a stake of 500 shares — an estimated $33K sold.

JCIC Asset Management first reported a position in ACWV in Q3 2014 and held it in 1 quarter. The position peaked at $33K in Q3 2014. 58 funds tracked by Wall St. Rank hold ACWV as of Q4 2014.

  • JCIC Asset Management reported no remaining iShares MSCI Global Min Vol Factor ETF position as of Q4 2014 after selling out during the quarter.
  • JCIC Asset Management sold 500 iShares MSCI Global Min Vol Factor ETF shares in Q4 2014, an estimated $33K.
  • JCIC Asset Management first reported a position in iShares MSCI Global Min Vol Factor ETF in Q3 2014 and held it in 1 quarter.
  • JCIC Asset Management's iShares MSCI Global Min Vol Factor ETF position peaked at $33K in Q3 2014.
  • 58 funds tracked by Wall St. Rank held iShares MSCI Global Min Vol Factor ETF as of Q4 2014.

Based on JCIC Asset Management's 13F filing for Q4 2014, filed 5 Feb 2015.