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	0.42%	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 New York $6.73T AUM 46.02% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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

RWA

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

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

Bessemer Group Woodbridge, New Jersey $72.7B AUM 39.36% 1-Year Est. Return

LWA

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

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Juncture Wealth Strategies's ACWV Position: Q2 2020 in Review

Juncture Wealth Strategies sold out of iShares MSCI Global Min Vol Factor ETF (ACWV) in Q2 2020, closing a stake of 5,853 shares — an estimated $470K sold.

Juncture Wealth Strategies first reported a position in ACWV in Q2 2018 and held it in 8 quarters. The position peaked at $1.45M in Q4 2018. 254 funds tracked by Wall St. Rank hold ACWV as of Q2 2020.

Juncture Wealth Strategies reported no remaining iShares MSCI Global Min Vol Factor ETF position as of Q2 2020 after selling out during the quarter.
Juncture Wealth Strategies sold 5,853 iShares MSCI Global Min Vol Factor ETF shares in Q2 2020, an estimated $470K.
Juncture Wealth Strategies first reported a position in iShares MSCI Global Min Vol Factor ETF in Q2 2018 and held it in 8 quarters.
Juncture Wealth Strategies's iShares MSCI Global Min Vol Factor ETF position peaked at $1.45M in Q4 2018.
254 funds tracked by Wall St. Rank held iShares MSCI Global Min Vol Factor ETF as of Q2 2020.

Based on Juncture Wealth Strategies's 13F filing for Q2 2020, filed 28 Jul 2020.