JWS
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Juncture Wealth Strategies’s iShares MSCI Global Min Vol Factor ETF ACWV Stock Holding History

Juncture Wealth Strategies’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
Q2 		– Sell
-5,853
Closed -$470K – 101
2020
Q1 		$470K Buy
5,853
+187
+3% +$17.2K 0.43% 51
2019
Q4 		$543K Sell
5,666
-17
-0.3% -$1.62K 0.45% 59
2019
Q3 		$538K Sell
5,683
-10,070
-64% -$939K 0.47% 52
2019
Q2 		$1.45M Buy
15,753
+2,085
+15% +$188K 1.17% 27
2019
Q1 		$1.22M Sell
13,668
-4,210
-24% -$362K 0.94% 30
2018
Q4 		$1.45M Buy
17,878
+9,768
+120% +$825K 0.98% 29
2018
Q3 		$713K Buy
8,110
+4,634
+133% +$398K 0.37% 63
2018
Q2 		$289K Buy
+3,476
New +$291K 0.15% 90

Other funds holding ACWV

BlackRock
BlackRock New York $5.7T 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 $3.51B AUM 13.98% 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
LWA
Lenox Wealth Advisors New York $798M AUM 5.74% 1-Year Est. Return
Jane Street
Jane Street New York $93.1B AUM 61.18% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $245B AUM 31.4% 1-Year Est. Return